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MassMutual financial professional.

Trevor Lyneemail

Trevor Lyneemail


Charter Oak Financial: The Holyoke Office

330 Whitney Avenue #600
Holyoke, MA 01040

Professional Story

Trevor Lyne is a Financial Advisor based out of Glastonbury, CT. He graduated magna cum laude with a B.S. in Business Administration, concentration in Financial Services, from Bryant University and earned the Financial Planning Graduation Award. Trevor previously worked at other local financial firms and completed his Series 7 and 66 registrations along with Life, Accident, and Health licenses in 2020.

Since Trevor was young, he had two strong passions, sports and helping others. Growing up, he aspired to become a professional athlete and continued that dream playing Division 1 soccer at Bryant University. Through Bryant’s renowned Financial Planning Program and internships, Trevor discovered his passion for promoting financial literacy. He is dedicated to empowering clients through personalized financial education and strategy development, particularly for those unfamiliar with financial planning.

He is committed to working closely with clients, offering continuous education and collaboration to develop effective financial plans that suit their individual needs. Having grown up in a family unfamiliar with in-depth financial planning, he understands the significance of not only having an effective strategy but also ensuring that clients comprehend every aspect of it.

Outside of work, Trevor enjoys golf, baseball, beach volleyball, going on hikes with his rescue pup Percy, and cheering for his favorite New England sports teams.

Education

Bryant University

Hobbies

Golfing, Baseball, Beach Volleyball, Hikes with my dog


Languages: English


Specialties:Insurance Strategies, Investment Strategies


Check the background of this investment professional on FINRA's BrokerCheck

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