For Trevor Brody, financial planning isn’t a one-time event; it’s an ongoing process that requires honest and open conversation. Understanding that no two clients are alike, he believes his responsibility is to craft customized strategies tailored to each client’s unique needs and circumstances. He enjoys connecting with clients on a personal level and building strong, multi-generational relationships, listening to their concerns and offering ongoing support. As a Wealth Manager with Coe Financial Group, he frequently works with a diverse range of clients, from young families and Millennials to pre-retirees. With more than 17 years of experience in the financial services industry, he is well-versed in comprehensive financial strategies, from college planning to retirement planning to insurance. As an independent advisor, he is focused on making recommendations that have the client’s best interests in mind.
Trevor holds FINRA Series 6, 63, and 65 securities registrations and accident, health, casualty, fire, life and long term care insurance licenses. He received his Bachelor of Business in Computer Information Systems from Western University. Outside of Coe Financial Group, Trevor is actively involved in his community. He serves as Director of Events for Helping Hands Network, a local non-profit dedicated to helping adults with special needs. He previously acted as Executive Director of Special Kids Network from 2003-2019.
Trevor currently resides in Lake Forest with his wife, Jennifer, who he met in college. They have two young daughters, Lily and Adeline. In his spare time and being passionate about photography, he runs his own photography business, Trevor Brody Photography, capturing events, family, infant & portrait/headshot Photography