• Skip to main content
  • Skip to primary sidebar

Trinity Legacy Partners, LLC

  • Home
  • About Us
  • Services
    • Wealth Management
    • Estate Planning
    • Retirement Planning
    • Investment Analysis
  • Our Team
  • Wealth Insights
  • Contact
  • Clients Only
Click here to learn if you can reach an important financial goal

Tony Garcia

Director of Portfolio Management
Email: tony.garcia@trinitylegacy.com
Phone: (713) 999-8053
V-Card

Tony Garcia is Director of Portfolio Management at Trinity Legacy Partners, LLC, a private wealth advisory firm in Houston. He assists Trey Wilkinson with the management and trading of all client portfolios.

Founded in November 2011, Trinity Legacy Partners managed over $318 million as of June 30, 2022.

Tony joined the firm in October 2012 as Analyst and Portfolio Trader. He was promoted to his new position in October 2018.

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. He also is Den Leader of Cub Scouts Pack 678 Den 1, and is an aspiring youth soccer coach.

Tony and his wife, Mindi, live in League City, TX with their two children, Parker and Peyton.

Primary Sidebar

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
  • Lydia-Liou Relationship Manager
    Lydia Liou Relationship Manager
  • Ali Mills Wealth Manager

Recent Wealth Insights

Financial Planning Resolutions for 2021

With the start of a new year, many of us will … Read More about Financial Planning Resolutions for 2021

The Type of Financial Planning Can Make a Big Difference

When seeking assistance in creating a financial or … Read More about The Type of Financial Planning Can Make a Big Difference

How to Start Investing

Investing can seem daunting and overwhelming. … Read More about How to Start Investing

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 © 2023 Trinity Legacy Partners, LLC | 24 Greenway Plaza | Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com | Disclosure Information and Firm Brochure