Trey Wall, LUTCF

About

Trey Wall, LUTCF, serves as Head of Risk Management Consulting Team for Highland Capital Brokerage. Trey began his career in the life insurance industry as a life agent and has over 30 years of experience in the life insurance industry focused on product case design, advanced planning, and brokerage management.

Prior to joining Highland, Trey was the National Sales Director for LPL Insurance Associates. In this role, he was responsible for building LPL’s advanced planning department and when LPL acquired the insurance department of UVEST Financial Services, Trey led the merger of the insurance departments.

Trey also served as the National Sales Director for UVEST Financial Services. He took the lead building their in-house BGA, supporting over 300 community banks across the nation. Trey also worked as a national variable life wholesaler for Transamerica and as Brokerage Director for Grice Financial Services. As the Brokerage Director, he supported wirehouses, independents, and banks in Virginia, North, and South Carolina.

Trey is a Life Underwriter Training Council Follow (LUTCF) and a member of AALU and NAILBA. He graduated from Lenoir-Rhyne University and resides in Mint Hill, North Carolina, with his wife, Christina, and their two children, Jacob and Madison.

Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.