Wendy Trout Email & Phone Number
Partner, CFP®, CAP®, and Sr. Financial Advisor at Summit Financial Strategies, Inc. @ Summit Financial Strategies, Inc.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Wendy Trout Location
- New Albany, OH, US
Wendy Trout Work
- 2004 -now Partner, CFP®, CAP®, and Sr. Financial Advisor at Summit Financial Strategies, Inc. @
- 1995 -2003 Financial Planner @ Budros, Ruhlin & Roe, Inc.
Wendy Trout Education
-
BS (Business Operations)
- DeVry
Wendy Trout Skills
- Financial Planning
- Commercial Litigation
- Litigation
- Retirement Planning
- Wealth Management
- Arbitration
- Financial Services
- Intellectual Property
- Personal Financial Planning
- Investment Strategies
- Estate Planning
- Finance
Wendy Trout Summary
- Wendy Trout, based in New Albany, OH, US, is currently a Partner, CFP®, CAP®, and Sr. Financial Advisor at Summit Financial Strategies, Inc. at Summit Financial Strategies, Inc.. Wendy Trout brings experience from previous roles at Budros, Ruhlin & Roe, Inc.. Wendy Trout holds a BS in Business Operations. With a robust skill set that includes Financial Planning, Commercial Litigation, Litigation, Retirement Planning, Wealth Management and more. Wendy Trout has 2 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Wendy Trout?
Find contact details for 700 million professionals.
Others Named Wendy Trout
Wendy Trout
Senior Director Compliance Officer
Pennsylvania, United States
Wendy Trout
Revenue Operations Program Manager
Indianapolis, IN, US
Top Summit Financial Strategies, Inc. Employees
Ben Skinner
Partner and Senior Financial Advisor
Columbus, OH, US
Keith Bandettini
Financial Advisor
Portland, OR, US
Marcia Bond
Internal Controller
Columbus, OH, US
Roman Korolchuk
Financial Advisor
Columbus, OH, US
Keegan Vanmeter
Associate Advisor
Granville, OH, US
Hannah Fitzpatrick
Financial Advisor
Columbus, OH, US
Tim Swain
Partner and Chief Operating Officer and Financial Advisor
Columbus, OH, US
Ally Schuster
Analyst
New Albany, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co