Sign In
Get Clay Free →

Suggestions

    Trent Maus

    Director, Relationship Management at Oxford Financial Group, Ltd.

    Trent Maus is a seasoned professional in the financial services industry, currently serving as the Vice President and Senior Client Service Manager at JPMorgan Chase & Co. He has an extensive background in client management, having previously held the position of Director of Relationship Management at Oxford Financial Group, Ltd. During his tenure at Oxford, he played a pivotal role in managing approximately $23.5 billion in assets under advisement, providing estate planning advice and investment solutions to a diverse clientele, including over 700 family and institutional clients across 37 states.

    Maus's career includes various roles at J.P. Morgan Private Bank, where he developed his expertise in client service and financial planning. His efforts contributed to Oxford Financial Group's recognition as the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for five consecutive years, further establishing his reputation as a trusted advisor in the financial sector.

    Highlights

    Sep 18 · forbes.com
    Best-In-State Wealth Management Teams 2024 - Forbes
    Best-In-State Wealth Management Teams 2024 - Forbes

    Related Questions

    What are Trent Maus's key achievements at Oxford Financial Group, Ltd?
    How did Trent Maus contribute to Oxford Financial Group, Ltd. becoming the #1 RIA?
    What specific financial strategies does Trent Maus implement for his clients?
    How long did Trent Maus serve as Director of Relationship Management at Oxford Financial Group, Ltd?
    What is Trent Maus's role at JP Morgan, and how does it differ from his previous position?
    Trent Maus
    Trent Maus, photo 1
    Trent Maus, photo 2
    Get intro to Trent
    Add to my network

    Location

    Westfield, Indiana, United States