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Meet Our Team

Trey Wilkinson President and CEO
Chief Investment Officer
Breck Bell Managing Director
Wealth Strategist
Tony Garcia Director of Portfolio Management
John Hunter Director of Wealth Management
Silvia Zwick Office Manager
Ali Mills Wealth Management Analyst

Recent Wealth Insights

Social Security

According to the National Social Security … Read More about Social Security

Partial Roth Conversions

While there are several factors to consider, … Read More about Partial Roth Conversions

Roth 401(k) Plans

Since employers are increasingly including a Roth … Read More about Roth 401(k) Plans

Trinity Legacy Partners, LLC is a registered investment adviser located in Houston, Texas. Trinity Legacy Partners and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.

All information herein has been prepared solely for information purpose, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Copyright © 2019 Trinity Legacy Partners, LLC | 4888 Loop Central Suite 250 | Houston, TX 77081 | Phone 713-999-8053 | info@trinitylegacy.com | Disclosure Information and Firm Brochure