Location

Tampa, FL

Education

Bachelor of Arts – University of South Florida

Licenses

FINRA Series 6, 7, 63, 65

Bio

With extensive skills in sales, training and customer service, Trent is a high-energy professional who brings passion, valuable experience and a record of customer satisfaction to Conte Wealth Advisors as the Director of Business Development. Acting in an administrative capacity, Trent currently holds his Series 6, 7, 63, 65, and FL Life, Health and Variable Annuity licenses, Trent also holds the designations of Accredited Investment Fiduciary (AIF^®), Chartered Retirement Planning Counselor (CRPC^®) and Accredited Asset Management Specialist (AAMS^®).

After earning his Bachelor of Arts degree at the University of South Florida, Trent began his career with Franklin Templeton Investments as an Internal Wholesaler and expanded into the role of Outbound Supervisor in the Independent and Bank Division.  From 2005 – 2009, Trent supported nearly 1,200 advisors through the Mutual Service Corporation network, serving as a Senior Consultant for Recruiting, Advisory and Business Development. Trent grew up in a family steeped in military tradition and occupation, and he is proud to have had the opportunity to work as a Financial Advisor with USAA from 2010 – 2013, where he was able to assist our servicemen and women with specific financial solutions and return service to the military families and community.

Before joining CWA in 2016, Trent established the Relationship Management Division for Independent Financial Partners (IFP), the largest hybrid producer group of LPL Financial, where he was the point of contact for over 460 advisors throughout the United States.  Trent also acted as the Key Account Manager for the 38 Third-Party Asset Management platforms with which the firm had active selling agreements. Trent continues to give back to our military families through his service as a mentor with the University of South Florida’s Student Veterans’ program.  He is an avid golfer and loves spending time with his family and friends and spoiling his only niece, Ella.