We IMre a Registered Investment Advisor. While registered with the Texas State Securities Board, we have clients across the country.
First, what we are not. We are not brokers, nor are we beholden to one investment firm and only one opinion about investing. Now, what we are. We are independent, which means we think independently. We are fiduciaries for our clients. This means we strive to act in your best interests. As a fiduciary, our clients give us full discretion when managing their portfolios. This means we do not need to ask for permission to make trades in our clients’ accounts. This is important, because the markets move fast.
We manage our clients’ accounts on a fee-based basis. This means we get paid a percentage of our clients’ assets under management. We make more money only when you make more money. We are a Private Wealth Management firm, meaning your identity is never revealed to others by us. We manage both retirement and taxable accounts for our clients. We strive to be as tax-efficient as possible in our clients’ taxable accounts.
At Trinity Legacy Partners, we want to build a partnership with you. If you are tired of the status quo when it comes to the management of your wealth, give Trinity Legacy Partners a call.
Trey Wilkinson, CIMA®, is President and Chief Executive Officer of Trinity Legacy Partners, LLC, a private wealth advisory firm in Houston. He also is the firm’s Chief Investment Officer.
Founded in November 2011, Trinity Legacy Partners managed over $85 million for its clients as of December 31, 2015.
Trey has been in the investment business since 1996. As a portfolio manager, he managed over $200 million for high net worth clients at U.S. Trust, Bank of America Private Wealth Management. He also spent seven years in the institutional channel for AIM Investments (now Invesco).
Prior to working in investments, Trey spent three years in the front office of the Houston Astros Baseball Club. Today, he serves as an Official Scorer for Major League Baseball at selected Astros home games.
Trey holds the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association, earned after completing a rigorous course study at The Wharton School at the University of Pennsylvania.
Trey is very active in the community. He serves as Chair on the board of directors for the University of Houston Alumni Association Foundation. He also is a member of the University of Houston’s Board of Visitors, President of the University of Houston Honors College Advisory Board, and the board of Houston Cougar Foundation. He is a past president of the C.T. Bauer College of Business Alumni Association.
He is a member of Champions Golf Club in Houston, where he serves on the committee for the Champions Cup, and Royal Dornoch Golf Club in Dornoch, Scotland.
A native of San Antonio, Trey earned his BBA with honors in Marketing and his MBA in Finance, both from the C.T. Bauer College of Business at the University of Houston. As an undergraduate, he was a student in the Honors Program (now Honors College) at the University of Houston, and a member of the nationally-ranked Houston Cougars golf team. He also completed the “Foundations of Investment Management” curriculum at the Stanford University Graduate School of Business.
Trey and his wife, Kimberly, reside in Houston.
Breck Bell, ChFC® is Managing Director and Wealth Strategist with responsibility for providing comprehensive wealth planning to clients of Trinity Legacy Partners, LLC.
Breck has more than 25 years of experience in the wealth management industry. Prior to joining Trinity Legacy Partners, Breck served as President of BBVA Wealth Solutions, a financial planning subsidiary of BBVA Compass after a twenty year career as Private Client Advisor and later as Market Executive for U.S. Trust, Bank of America Private Wealth Management in Houston.
Breck holds the Chartered Financial Consultant® designation from The American College which is widely regarded as the highest standard for financial professionals who want to acquire the broad knowledge and skills necessary to provide comprehensive financial planning. Breck has also satisfied requirements of the Department of the U. S. Treasury – Internal Revenue Service to serve as an Enrolled Agent with unrestricted rights to represent taxpayers before all administrative levels of the Internal Revenue Service.
Breck earned his MBA and BBA in Finance from Baylor University’s Hankamer School of Business and a member of the Houston Estate and Financial Forum, the Financial Planning Association, and Association of Individual Investors. Breck actively serves in his Church and previously served as Board Vice Chairman for the Houston Center for Literacy and Board President for Main Street Theater.
Breck and his wife, Lauri, have lived in Houston for more than forty years.
Tony Garcia is Analyst and Portfolio Trader at Trinity Legacy Partners. He assists Trey Wilkinson with the management of all client portfolios. He joined the firm in October 2012.
Tony has been in the financial services and investment business since 2007. Prior to joining Trinity Legacy Partners, he was an analyst with Wells Fargo Bank. He also previously worked for another investment company in Houston.
A native of Detroit, Tony grew up in Plano, TX. He is a 2007 graduate of Sam Houston State University, earning a BBA in Accounting.
He is active with Clear Creek Community Church, working with the junior high ministries.
Tony and his wife, Mindi, live in League City, TX with their two children, Parker and Peyton.
Silvia Zwick is the Office Manager for Trinity Legacy Partners, LLC. She handles all aspects with the day to day management of the firm’s office. She has been with the company since its founding in November 2011.
Prior to joining Trinity Legacy Partners, she spent over 30 years in various capacities in the title industry, working for companies such as Stewart Title, First American Title and Alamo Title.
Silvia is very active with the Houston Livestock Show & Rodeo, serving for over 20 years on Houston Metro Go Texan Committee, including three years as Captain.
A native of Houston, Silvia attended classes at Houston Community College.
Silvia and her husband, Mike, reside in Katy.