Trevor Whitley, CFA, CFP®, AIF®

Trevor Whitley, CFA, CFP®, AIF®

LLC Owners - Partner, Financial Advisor

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E: This email address is being protected from spambots. You need JavaScript enabled to view it.
P: 239-454-1117 ext:13
F: 239-454-0249
6216 Whiskey Creek Dr Suite A
Fort Myers, Florida 33919

Trevor holds a B.B.A. with dual majors in Finance and Family Business from Stetson University’s School of Business Administration in DeLand, Florida. He graduated summa cum laude and as one of five in the first class of Family Business majors in the country in May of 2006. Trevor grew up in Fort Myers and returned home after graduation. After interning with Marquis Wealth Management Group for two summers, he joined the company as a Financial Advisor in June, 2006. Trevor is both a CFA charterholder and a CFP® certificant, and is a member of the CFA Society of Naples. Trevor is active in the community and currently serves on both the Finance Committee and the Endowment Fund Board of the Episcopal Diocese of Southwest Florida. He also serves as Chairman of the St. Hilary’s Episcopal Church Endowment Fund Board. He is Secretary of the Board of Directors of Classic Basketball, Inc, which organizes and funds the nationally renowned annual City of Palms Classic high school basketball tournament. Trevor also serves on the Board of Advisors to the Stetson University Family Enterprise Center, and is Secretary of the Partnership for Philanthropic Planning of Lee County.

Career Summary
Partner, 2011 - present
Financial Advisor, June, 2006 – present
Marquis Wealth Management Group Education
B.B.A. in Finance and Family Business, 2006

Stetson University School of Business
DeLand, Florida Professional Designations
Chartered Financial Analyst® - CFA®

CERTIFIED FINANCIAL PLANNER  professional - CFP®
Accredited Investment Fiduciary - AIF®
FINRA Series 65 License
Florida Life, Health, and Variable Annuity Insurance License Achievements
Eagle Scout, 2001
Gulf Coast Business Review 40 under 40, 2012