Industry Award WinnerMy Mission Statement
My Story and Services
His approach to financial planning is deeply rooted in helping clients manage complex financial aspects such as investments, employee benefits, and tax and estate laws. Trevor specializes in serving corporate executives, offering tailored guidance to navigate challenges like concentrated stock positions and equity compensation. His practice is characterized by a personal touch, maintaining direct relationships with clients while leveraging a dedicated support team to ensure seamless service delivery. Clients often describe him as trustworthy, caring, and knowledgeable, with many relationships spanning over two decades.
Outside of his professional life, Trevor prioritizes family time. Married with two sons, his family attends Highland Park United Methodist Church. Trevor enjoys watching his sons participate in their activities, including sports and Boy Scouts. His personal interests include golfing, watching and attending college and professional sporting events, and spending time at the lake with his family and friends. His family and personal interests underscore his priority to help clients create the freedom and security to enjoy life's most important moments.
EXECUTIVE SERVICES
When you invest in your workforce, you empower it too. We can help deliver workplace financial solutions that can help employees on their road to financial wellbeing.
As a successful corporate executive, you face unique challenges. Morgan Stanley offer's services designed for executives like you, helping you make more informed choices and manage your wealth more effectively.
Equity awards are a recognition of your executives' hard work. Let's help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
Morgan Stanley puts our years of experience and leadership into action so you can provide benefits that set you apart.
As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed quarterly or specific blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designed to address these issues. By utilizing a 10b5-1 plan, you can gain an affirmative defense against claims of insider trading. Your plan can include tailored trading schedules that coordinates with your personal need for liquidity and your own timing requirements.
Workplace financial solutions that help employees achieve their life goals. Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits.
PURSUING YOUR GOALS, TOGETHER
Goals you set today will evolve over time. Our approach is crafted to adapt alongside your objectives and the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals and priorities.
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth.
EVERYTHING YOU NEED, ALL IN ONE PLACE
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Location
Awards and Recognition
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Insights and Outcomes
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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