Trey Roach

Trey Roach Email and Phone Number

Associate Wealth Advisor at The Dala Group | Series 65 Certified @ The Dala Group
hoffman estates, illinois, united states
Trey Roach's Location
Naperville, Illinois, United States, United States
Trey Roach's Contact Details

Trey Roach work email

Trey Roach personal email

n/a
About Trey Roach

As an Associate Wealth Advisor at The Dala Group, I work closely with clients to help them achieve their financial goals through personalized wealth management strategies. Leveraging my background in finance and my experience in investment analysis, I assist in developing comprehensive financial plans that focus on long-term wealth preservation and growth. I am dedicated to building strong client relationships and providing sound advice on retirement planning, portfolio management, and risk mitigation.Prior to joining The Dala Group, I gained valuable experience as a Research Assistant at Kapco Futures, Inc., where I analyzed market trends and helped develop innovative trading strategies. This experience sharpened my financial modeling, data analysis, and strategic decision-making skills, which I now apply to my work in wealth management.I hold a degree in Finance from North Central College, where I played on the baseball team and won multiple conference championships and a 1st-Team All-Conference Selection. I am passionate about helping individuals and families secure their financial futures, and I am committed to staying on top of industry trends to provide the best service to my clients.

Trey Roach's Current Company Details
The Dala Group

The Dala Group

View
Associate Wealth Advisor at The Dala Group | Series 65 Certified
hoffman estates, illinois, united states
Website:
thedalagroup.com
Employees:
1
Trey Roach Work Experience Details
  • The Dala Group
    Associate Wealth Advisor
    The Dala Group Oct 2024 - Present
    Hoffmann Estates
  • Kapco Futures, Inc.
    Research Assistant
    Kapco Futures, Inc. Jun 2023 - Aug 2023
    Elgin, Illinois, United States

Trey Roach Education Details

Frequently Asked Questions about Trey Roach

What company does Trey Roach work for?

Trey Roach works for The Dala Group

What is Trey Roach's role at the current company?

Trey Roach's current role is Associate Wealth Advisor at The Dala Group | Series 65 Certified.

What is Trey Roach's email address?

Trey Roach's email address is tr****@****res.com

What schools did Trey Roach attend?

Trey Roach attended North Central College.

Who are Trey Roach's colleagues?

Trey Roach's colleagues are Stacy Bromann, Jennifer Branscum, Kimberly Velasco, Cfp®, Mike Heatwole, Cfp®, Awma®, Haley Mrstik.

Not the Trey Roach you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.