
Trey R. Wilsonemail
Bluecrest Financial Alliances - Tulsa, OK
Tulsa, OK 74114
Professional Story
I am dedicated to making a difference in people’s lives. My personal goal is to become a lifetime resource for each and every client. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. My goal is to provide families and business owners with assistance in building their financial freedom. Our team has the skills, knowledge and experience required to help meet all our client’s established goals.
Education
Flagler College (2019-2023), Ball State University (2023-2024)
Hobbies
Golfing, Cooking, Weightlifting, Fishing
Community Involvement
Battle Creek Church (Midtown), Conquer Fitness Gym Member, and looking for all opportunities to serve the community
Languages: English
Specialties:Insurance Strategies, Retirement Income Planning, Retirement Strategies, Business Owners, College Funding Strategies, Business Succession Planning, Estate Planning, Financial Education, Investment Strategies
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