Trevor Coe
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Trevor Coe Email & Phone Number

Certified Financial Planner, professional at Levine Group, LLC
Location: Brentwood, Tennessee, United States 5 work roles 1 school
2 work emails found @levinegroup.com 3 phones found area 615 and 270 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email t****@levinegroup.com
Direct phone (615) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Levine Group, LLC
Role
Certified Financial Planner, professional
Location
Brentwood, Tennessee, United States
Company size
7 employees

Who is Trevor Coe? Overview

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Quick answer

Trevor Coe is listed as Certified Financial Planner, professional at Levine Group, LLC, a with 7 employees, based in Brentwood, Tennessee, United States. AeroLeads shows a work email signal at levinegroup.com, phone signal with area code 615, 270, and a matched LinkedIn profile for Trevor Coe.

Trevor Coe previously worked as Retirement Plan Administrator at Midsouth Pension Consultants, Llc and Advisor Assistant at Lincoln Financial Advisors. Trevor Coe holds Finance & Economics, Business Management from Lipscomb University.

Company email context

Email format at Levine Group, LLC

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{first}@levinegroup.com
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AeroLeads found 2 current-domain work email signals for Trevor Coe. Compare company email patterns before reaching out.

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Profile bio

About Trevor Coe

- Providing prudent planning advice and services to individuals, families and businesses.- Creating custom solutions to fit each situations unique circumstances. - Ethically work with a high commitment to integrity and respect for all those I'm blessed to help.FINRA License - Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination, Series 66 (Uniform Combined State Law Examination, Life, Health, VariableProfessional Designation - Certified Financial Planner, TM professional.Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. Levine Group, LLC is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance at 737-443-7101.

Listed skills include Retirement Planning, Estate Planning, Fixed Annuities, Mutual Funds, and 38 others.

Current workplace

Trevor Coe's current company

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Levine Group, LLC
Levine Group, Llc
Certified Financial Planner, professional
brentwood, tennessee, united states
Employees
7
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Company profile
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5 roles

Trevor Coe work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner, Professional

Current
Levine Group, Llc

Russellville Ky, Brentwood Tn

Areas of expertise and services include:- Retirement Income Planning (accumulation and distribution)- Corporate Retirement Plans (Profit Sharing, 401(k), 403(b), SEPS, SIMPLE)- Group/Employee Benefits (medical, dental, vision, disability, life, etc.) - Wealth/Investment management (stocks, bonds, mutual funds, ETF, annuities, private placement)- Insurance Planning (Life, Disability, Long Term Care)- Business Protection Planning (Key Man, Buy/Sell, BOLI, COLI, Premium Financing)- Estate Planning (preservation, maximization, & equalization strategies) (trust & bene planning)

Oct 2005 - Present

Retirement Plan Administrator

Midsouth Pension Consultants, Llc

Nashville, Tn

Managed all aspects of ERISA governed defined contribution retirement plans as a TPA working both directly with the plan sponsors and their advisors.

Jan 2002 - Oct 2005

Advisor Assistant

Lincoln Financial Advisors

Nashville, Tn

Assisted two advisors with their daily operations and general client management task.

Sep 1999 - Dec 2001

Runner - Office Clerk

Jack Lyon And Jones

Nashville, Tn

Law Office Runner and Clerk

Dec 1998 - Sep 1999

Hotmill Intern

Logan Aluminum

Russellville, Ky

Summer intern for the Hotmill rolling unit. Worked in a team rotating shift environment during my summer breaks in 1998 & 1999.

May 1998 - Aug 1999
1 education record

Trevor Coe education

FAQ

Frequently asked questions about Trevor Coe

Quick answers generated from the profile data available on this page.

What company does Trevor Coe work for?

Trevor Coe works for Levine Group, LLC.

What is Trevor Coe's role at Levine Group, LLC?

Trevor Coe is listed as Certified Financial Planner, professional at Levine Group, LLC.

What is Trevor Coe's email address?

AeroLeads has found 2 work email signals at @levinegroup.com for Trevor Coe at Levine Group, LLC.

What is Trevor Coe's phone number?

AeroLeads has found 3 phone signal(s) with area code 615, 270 for Trevor Coe at Levine Group, LLC.

Where is Trevor Coe based?

Trevor Coe is based in Brentwood, Tennessee, United States while working with Levine Group, LLC.

What companies has Trevor Coe worked for?

Trevor Coe has worked for Levine Group, Llc, Midsouth Pension Consultants, Llc, Lincoln Financial Advisors, Jack Lyon And Jones, and Logan Aluminum.

How can I contact Trevor Coe?

You can use AeroLeads to view verified contact signals for Trevor Coe at Levine Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Trevor Coe attend?

Trevor Coe holds Finance & Economics, Business Management from Lipscomb University.

What skills is Trevor Coe known for?

Trevor Coe is listed with skills including Retirement Planning, Estate Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Insurance, and Employee Benefits.

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