Edward Jones - Financial Advisor: Trey Wright III, RICP®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Trey Wright is a financial advisor based in Lewisville, Texas, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. Trey emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve their financial objectives through tailored advice and support.

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