Trey H. Whalley, CFA®

Trey provides tailored solutions and strategies to families, individuals, and business owners in order to help them achieve their unique financial goals and objectives. Understanding his clients philosophy about their money is at the very heart of his financial advice. Trey has a penchant for helping people define and achieve their personal and financial aspirations in the areas of accumulation, protection and distribution of wealth.  From the beginning of his career, he has been acknowledged for his outstanding client service both internally for previous companies and within the industry. 

Trey has a long career in the investment management industry. Prior to becoming a Financial Adviser, Trey was an Equity Analyst for a Wall Street firm. He also holds the Chartered Financial Analyst® designation and is a member of the Boston Securities Analyst Society. The Chartered Financial Analyst® (CFA) credential has become one of the most respected and recognized investment designations in the world.

Trey is a long time resident of the South Coast of MA where he has held leadership positions in several community service organizations.  He and his family reside in Mattapoisett, MA. 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  Providential Partners, LLC is independent of Osaic Wealth, Inc. and any of its affiliated companies.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, KY, MA, NH, NJ, NY, RI, SC. No offers may be made or accepted from any resident outside the specific state(s) referenced.