Trevor McCarley, CFP®
Associate Financial Advisor
As an Associate Financial Advisor, Trevor provides service to many of the firm’s long-standing clients by bringing expertise and a non-biased prospective to their complex lives. He is passionate about helping client’s achieve confidence in their financial lives. One of the most important lessons Trevor has learned and come to truly appreciate during his career is that everyone’s life and economic situation is unique and deserves a personalized financial approach. After spending three years as a financial advisor with Wells Fargo in Bryan/College Station, Trevor was drawn to join Jaykay Wealth Advisors for many of the same reasons families and professionals choose them as their advisors. He wanted to be able to provide personalized financial services with an interpersonal touch and connection that is not available at many other firms.
Trevor provides this personalized service by taking the time to understand his client’s goals and priorities. Implementing a holistic approach to serving clients, he advises clients on their retirement and estate planning, investment counseling, and risk and debt management.
He is a Registered Representative for LPL Financial, and has passed the General Securities Representative Exam and Uniform Combined State Law Exam. He is also licensed to sell life insurance in Texas. He attended Texas A&M University where he graduated with honors with a degree in Agricultural Economics and a minor in Financial Planning.
Trevor grew up in Nacogdoches, Texas where he met his wife, Erin. Out of the office Trevor spends his time with Erin, a high school science teacher, and their three dogs, two yellow labs and a rescue. Trevor has been an active member in the community through Texas Lions Club.