Trent Longnecker serves as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he leverages over 30 years of experience to guide a diverse clientele, including small business owners, endowments, and affluent individuals. His expertise lies in investment analysis and portfolio...
Trent Longnecker serves as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he leverages over 30 years of experience to guide a diverse clientele, including small business owners, endowments, and affluent individuals. His expertise lies in investment analysis and portfolio construction, enabling him to craft tailored financial strategies that align with each client's unique lifestyle, retirement income needs, and legacy goals. Trent's approach is holistic, focusing not only on immediate financial objectives but also on long-term wealth transfer and estate planning services.
Currently, Trent is leading several key projects aimed at enhancing the financial literacy of his clients, empowering them to make informed decisions in an increasingly complex financial landscape. He emphasizes the importance of personal balance sheet management, ensuring that clients have a clear understanding of their assets and liabilities, which is crucial for effective wealth management. His team is dedicated to delivering personalized financial advisory services that adapt to the evolving needs of their clients, particularly in the areas of high net worth portfolio management and business financial strategies.
Trent’s commitment to excellence is reflected in his ongoing professional development and adherence to the highest standards of the Certified Financial Planner Board of Standards. He believes that successful wealth management is built on trust, transparency, and a deep understanding of each client's aspirations. By fostering strong relationships and providing strategic insights, Trent aims to help clients navigate the complexities of wealth management, ensuring they can pursue their financial goals with confidence.
