Meet Trey
Trey is a Wealth Advisor based in McLean, Virginia. Trey brings more than 20 years of experience in the financial services industry, serving as a trusted fiduciary to individuals, families, and institutions. Trey earned a MBA degree from The George Washington University and a B.S. degree in finance from the University of North Carolina Wilmington. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Alternative Investment Analyst®. Trey served on the Executive Board of Cents Ability, a nonprofit dedicated to providing free financial literacy workshops to high school students.
Trey’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Trey has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- Providing clarity for military families navigating career transitions and financial complexity
His working style
Trey prides himself on listening to his clients, through empathy, curiosity, and a calm, steady presence. He has a natural ability to simplify complex information, empowering people to make confident, well-informed decisions. Trey is committed to building lasting relationships grounded in trust, transparency, and shared purpose — helping ensure every client feels heard, valued, and prioritized.
Trey in real life
What makes you tick?
What really drives me is connecting with people, trying new experiences, and giving back whenever I can. Growing up in Raleigh, North Carolina, in a family devoted to service, I learned early the value of purpose, integrity, and making a difference in the lives of others.
What keeps you busy outside of work?
Outside of work, I spend as much time as I can with family and friends. As a father of two young daughters, I’m always on the go. Depending on the season, you’ll find us skiing or hiking in the mountains, relaxing at the beach, or exploring someplace new. For me, it’s all about making memories, meeting new people, and enjoying the moments that matter most.
Any words you try to live by?
I love the attitude of making a difference, no matter how small. I try to live life with curiosity, openness, and empathy — and helping others find their voice. I’ve seen first-hand how even small acts of kindness can ripple outward, creating a more meaningful and positive impact on our community.
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Five Star Wealth Managers 2025: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.