Trisha Qualy

Trisha Qualy

Trisha Qualy is the Managing Partner at Affiliated Advisors, a leading national advisor network. She has been working in the financial services industry for over a decade and is passionate about helping advisors grow and improve their businesses.123

As Managing Partner, Trisha leads Affiliated Advisors' practice management initiatives. Her focuses include incorporating technology, marketing, and strategic planning into advisors' practices so they can spend more time with clients.13 She also looks for financial professionals who align with the firm's culture and are interested in joining their network.3

Trisha is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and works with a select group of personal clients. Her clients are individuals and families who want to be actively involved in the planning process. By providing education, tools, and resources, Trisha helps her clients further their control of their financial lives.3

Prior to joining Affiliated Advisors in 2020, Trisha held leadership roles at other financial firms. She specialized in operations and compliance while overseeing advisor transitions. Trisha is an advocate for women and NexGen advisors, serving on the boards of the Technology Council and Large Enterprise Study Group at Advisor Group.3

Trisha graduated from the University of Minnesota with a Bachelor's degree in Spanish Studies and Management. She also holds Series 7 and 66 licenses, and completed the Investment Adviser Certified Compliance Professional (IACCP®) program.23