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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

Early Retirement and Healthcare

Early retirement is a common financial goal that … Read More about Early Retirement and Healthcare

Managing Your Cash

You may have recently received an inheritance or … Read More about Managing Your Cash

What to Do Upon Death of a Family Member

In addition to coping with the grief of losing a … Read More about What to Do Upon Death of a Family Member

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