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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

The SECURE Act of 2019 and its Impact on Retirement Accounts

President Trump recently passed the Setting Every … Read More about The SECURE Act of 2019 and its Impact on Retirement Accounts

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

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 © 2020 Trinity Legacy Partners, LLC | 24 Greenway Plaza | Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com | Disclosure Information and Firm Brochure