Trey Barnes Email & Phone Number
Sr. Wealth Advisor, CFP @ Mariner Wealth Advisors
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Trey Barnes Location
- Leawood, KS, US
Trey Barnes Work
- 2009 -now Sr. Wealth Advisor, CFP @
- 2008 -2009 Sr. Vice President - Investment Officer @
- 2007 -2008 Sr. Vice President - Investment Officer @
- 1992 -2007 Sr. Vice President - Investments @
Trey Barnes Education
- The University of Kansas
Business Administration (Finance)
1988-1991
Trey Barnes Skills
- Strategic Financial Planning
- Asset Management
- Financial Advisory
- Wealth Management
- Retirement Planning
- Wealth
- Asset Allocation
- Series 7
- ETFs
- Wealth Accumulation
- Investments
- Investment Management
- Investment Advisory
- High Net Worth Individuals
- Financial Planning
- Portfolio Management
- asset managem
- Private Equity
- Venture Capital
- Real Estate
- retirement
- Investment Strategies
- Alternative Investments
- Risk Management
- Financial Services
- Strategic Financial
- Services
Trey Barnes Summary
- Trey Barnes, based in Leawood, KS, US, is currently a Sr. Wealth Advisor, CFP at Mariner. Trey Barnes brings experience from previous roles at Wells Fargo Advisors, LLC, Wachovia Securities, LLC and A.G. Edwards & Sons, Inc.. Trey Barnes holds a 1988 - 1991 Business Administration in Finance @ The University of Kansas. With a robust skill set that includes Strategic Financial Planning, Asset Management, Financial Advisory, Wealth Management, Retirement Planning and more. Trey Barnes has 3 emails and 2 mobile phone numbers on RocketReach.
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