Trey Wilson is a Wealth Management Advisor who works with business owners, professionals, and high-net-worth individuals on comprehensive financial planning strategies. His areas of focus include retirement planning, risk management, business succession planning, estate planning strategies, and the integration of alternative investment opportunities when appropriate for a client's objectives and risk tolerance.

Growing up alongside a number of highly accomplished athletes, Trey developed an appreciation for discipline, preparation, teamwork, and long-term thinking. Those experiences continue to influence the way he approaches client relationships today. He understands that successful individuals often face increasingly complex financial decisions. As a member of the Catalyst Financial Group team, Trey is committed to building lasting relationships and delivering thoughtful guidance tailored to each client's unique circumstances.

Education

Flagler College (2019-2023), Ball State University (2023-2024)

Hobbies

Golfing, Cooking, Fishing

Community Involvement

Board Member of Hoops and Partners