Trey Whipple

International Wealth Management Advisor

Trey Whipple is a Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management with over 25 years of experience in financial markets.2 4 He is part of the WAV Wealth Management Group, a team of financial advisors based in Boston.1

As an International Wealth Advisor, Trey specializes in managing the financial affairs of high-net-worth clients, offering expertise through Merrill Lynch's Private Banking and Investment Group. His role involves providing comprehensive financial strategies to help clients pursue their personal financial goals while managing strategic investment risk.1

Professional Background

Trey's career in wealth management spans more than two decades. Before joining Merrill Lynch, he worked at Morgan Stanley.4 His extensive experience in the financial industry has contributed to his current position as a senior advisor.

Achievements and Recognition

Trey Whipple has been recognized for his expertise in wealth management. He was featured on Forbes' list of Best-In-State Wealth Management Teams for 2024.5 This recognition highlights his skills and success in managing significant client assets.

Team Affiliation

Trey is a partner in the Pennbrook Group, a team of financial advisors he has helped build over the past decade.3 This group is known for its comprehensive approach to wealth management and client service.

Expertise and Approach

Trey's approach to wealth management aligns with Merrill Lynch's philosophy of understanding clients' unique situations and priorities. He focuses on creating customized financial strategies that take into account the complexities of each client's life.1 His expertise includes:

International wealth management
Strategic investment risk management
Comprehensive financial planning
Private banking services

Trey Whipple's role at Merrill Lynch involves leveraging the firm's resources and his own extensive experience to provide tailored financial solutions to his clients, helping them navigate the ever-changing financial landscape and pursue their long-term financial goals.