MassMutual financial professional.

Trey R. Wilsonemail

Trey R. Wilsonemail


Bluecrest Financial Alliances - Tulsa, OK

2200 South Utica Place, Ste #400
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


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

Connect with Trey

*= Required


By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.