Trey H. Whalley, CFA®

Trey H. Whalley, CFA®

Providential Partners, LLC - President

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Phone: 508-992-1700
Fax: 401-739-0004
E-mail:
 

Trey provides tailored solutions and strategies to families, individuals, and business owners in order to help them achieve their unique financial goals and objectives. Understanding his clients philosophy about their money is at the very heart of his financial advice. Trey has a penchant for helping people define and achieve their personal and financial aspirations in the areas of accumulation, protection and distribution of wealth.

With office locations in both Warwick, Rhode Island and New Bedford, Massachusetts Trey and his team are positioned to provide the highest level of service to his clients. Through his affiliation with Signator Investors, Inc., he has access to a sophisticated variety of products and resources which allows him to utilize a diverse range of companies to best suit each of individual client’s unique goals.

From the beginning of his career, Trey has been acknowledged for his outstanding client service both internally for previous companies and within the industry. Most recently, Trey has been named a "FIVE STAR Wealth Manager" for the fourth year in a row. The resulting list of 2015 FIVE STAR Wealth Managers is a select group, representing less than four percent of the wealth managers in the Boston area.

Trey has a long career in the investment management industry. Prior to his career as a Financial Adviser, Trey was an Equity Analyst for a Wall Street firm. He also holds the Chartered Financial Analyst® designation and is a member of the Boston Securities Analyst Society. The Chartered Financial Analyst® (CFA) credential has become one of the most respected and recognized investment designation in the world.

Trey is a longtime resident of the South Coast of MA where he has held leadership positions in community service organizations including his current role as President of the Fairhaven Improvement Association. He and his family reside in Mattapoisett, MA.

 

 

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 138 River Road, Andover, MA 01810. (978) 689-9303. Providential Partners, LLC is independent of Signator Investors. The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or magazine. 103-20150219-219337

 

 

Offering John Hancock insurance products and other major carriers. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 138 River Road, Andover, MA 01810. Providence Financial Services, LLC is independent of John Hancock and Signator Investors. 103-20131219-169078

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