Associate Wealth Advisor
Current
Oct 2024 - Present
AeroLeads people directory · profile
Trey Roach Email & Phone Number
Associate Wealth Advisor at The Dala Group | Series 65 Certified
at
The Dala Group
1 work email found
@kapcofutures.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Associate Wealth Advisor at The Dala Group | Series 65 Certified
Location
Naperville, Illinois, United States
Company size
Who is Trey Roach? Overview
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Quick answer
Trey Roach is listed as Associate Wealth Advisor at The Dala Group | Series 65 Certified at The Dala Group, a company with 1 employees, based in Naperville, Illinois, United States. AeroLeads shows a work email signal at kapcofutures.com and a matched LinkedIn profile for Trey Roach.
Trey Roach previously worked as Associate Wealth Advisor at The Dala Group and Research Assistant at Kapco Futures, Inc.. Trey Roach holds Bachelor Of Business Administration - Bba, Finance from North Central College.
Company email context
Email format at The Dala Group
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{first}@kapcofutures.com
86% confidence
AeroLeads found 1 current-domain work email signal for Trey Roach. Compare company email patterns before reaching out.
Profile bio
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.
Current workplace
Trey Roach's current company
Company context helps verify the profile and gives searchers a useful next step.
The Dala Group
2 roles
Trey Roach work experience
A career timeline built from the work history available for this profile.
Research Assistant
Jun 2023 - Aug 2023
Team & coworkers
Colleagues at The Dala Group
Other employees you can reach at thedalagroup.com. View company contacts for 1 employees →
SB
Stacy Bromann
Colleague at The Dala GroupHuntley, Illinois, United States, United States
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KV
Kimberly Velasco, Cfp®
Colleague at The Dala GroupElgin, Illinois, United States, United States
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MH
Mike Heatwole, Cfp®, Awma®
Colleague at The Dala GroupHoffman Estates, Illinois, United States, United States
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JB
Jennifer Branscum
Colleague at The Dala GroupHoffman Estates, Illinois, United States, United States
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HM
Haley Mrstik
Colleague at The Dala GroupGreater Chicago Area, United States
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Stacy Bromann
Colleague at The Dala GroupHuntley, Illinois, United States, United States
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KV
Kimberly Velasco, Cfp®
Colleague at The Dala GroupElgin, Illinois, United States, United States
View →
MH
Mike Heatwole, Cfp®, Awma®
Colleague at The Dala GroupHoffman Estates, Illinois, United States, United States
View →
JB
Jennifer Branscum
Colleague at The Dala GroupHoffman Estates, Illinois, United States, United States
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HM
Haley Mrstik
Colleague at The Dala GroupGreater Chicago Area, United States
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1 education record
Trey Roach education
FAQ
Frequently asked questions about Trey Roach
Quick answers generated from the profile data available on this page.
What company does Trey Roach work for?
Trey Roach works for The Dala Group.
What is Trey Roach's role at The Dala Group?
Trey Roach is listed as Associate Wealth Advisor at The Dala Group | Series 65 Certified at The Dala Group.
What is Trey Roach's email address?
AeroLeads has found 1 work email signal at @kapcofutures.com for Trey Roach at The Dala Group.
Where is Trey Roach based?
Trey Roach is based in Naperville, Illinois, United States while working with The Dala Group.
What companies has Trey Roach worked for?
Trey Roach has worked for The Dala Group and Kapco Futures, Inc..
Who are Trey Roach's colleagues at The Dala Group?
Trey Roach's colleagues at The Dala Group include Stacy Bromann, Kimberly Velasco, Cfp®, Mike Heatwole, Cfp®, Awma®, Jennifer Branscum, and Haley Mrstik.
How can I contact Trey Roach?
You can use AeroLeads to view verified contact signals for Trey Roach at The Dala Group, including work email, phone, and LinkedIn data when available.
What schools did Trey Roach attend?
Trey Roach holds Bachelor Of Business Administration - Bba, Finance from North Central College.
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