Trent joins RetireOne with over 10 years experience providing solutions to clients in the financial industry.
Trent has been a licensed agent and registered representative since 2007 and has experience in the banking and insurance channels. His background is ideal for his role in building relationships and providing financial solutions. Having experience with New York Life, PNC Bank, and JPMorgan Chase, Trent has enjoyed building relationships with clients and business partners.
Trent holds his Series 6 and 63 securities licenses, state Life & Health insurance licenses, and received his B.S.B.A. in Marketing from the University of Tennessee. Trent holds Kentucky insurance license #661157.
Check the background of Trent on FINRA’s BrokerCheck
Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.