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Trevor Saunders Location
Glastonbury, CT, US
Trevor Saunders Work
Partner @ (January 2012 - Present)
Financial Advisor @ (November 2023 - Present)
Vice President @ (January 2012 - Present)
Director, National Accounts @ (January 2007 - January 2012)
Trevor Saunders Education
St. Lawrence University
BA (Economics)
2002-2006
Simsbury High School
Trevor Saunders Skills
401(k) Retirement Savings Plans
Disability Insurance
Estate Planning
Fiduciary
Fixed Annuities
Insurance
Life Insurance
Long-term Care
Mutual Funds
Retirement
Retirement Planning
Series 6
Series 63
Series 7
Underwriting
Universal Life
Variable Annuities
Wealth Management
PowerPoint
Brokerage
Microsoft Excel
Business Development
Long Term Care
Sales
Customer Service
Trevor Saunders Summary
Trevor Saunders, based in Glastonbury, CT, US, is currently a Partner at CPS Private Client Solutions. Trevor Saunders brings experience from previous roles at Darwin Wealth Management, Diversified Individual Brokerage and AXA Equitable. Trevor Saunders holds a 2002 - 2006 BA in Economics @ St. Lawrence University. With a robust skill set that includes 401(k) Retirement Savings Plans, Disability Insurance, Estate Planning, Fiduciary, Fixed Annuities and more. Trevor Saunders has 4 emails and 2 mobile phone numbers on RocketReach.
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