Trey Gresh, Cfp®
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Trey Gresh, Cfp® Email & Phone Number

Vice President & Client Advisor at Glassman Wealth Services at Glassman Wealth Services
Location: Vienna, Virginia, United States 7 work roles 1 school
1 work email found @glassmanwealth.com 1 phone found area 540 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@glassmanwealth.com
Direct phone (540) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Glassman Wealth Services
Role
Vice President & Client Advisor at Glassman Wealth Services
Location
Vienna, Virginia, United States
Company size
15 employees

Who is Trey Gresh, Cfp®? Overview

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Quick answer

Trey Gresh, Cfp® is listed as Vice President & Client Advisor at Glassman Wealth Services at Glassman Wealth Services, a with 15 employees, based in Vienna, Virginia, United States. AeroLeads shows a work email signal at glassmanwealth.com, phone signal with area code 540, and a matched LinkedIn profile for Trey Gresh, Cfp®.

Trey Gresh, Cfp® previously worked as Vice President & Client Advisor at Glassman Wealth Services and Client Advisor at Glassman Wealth Services. Trey Gresh, Cfp® holds Bachelor Of Science (Bs), Dual Degree In Finance & Marketing With An Economics Minor, Magna Cum Laude from Virginia Polytechnic Institute And State University.

Company email context

Email format at Glassman Wealth Services

This section adds company-level context without repeating Trey Gresh, Cfp®'s masked contact details.

{first}@glassmanwealth.com
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AeroLeads found 1 current-domain work email signal for Trey Gresh, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Trey Gresh, Cfp®

My favorite part of being a financial advisor is that every family has a different set of goals and objectives and its own set of challenges. I love learning and getting better at something every day, and that's exactly what I strive to do daily! I enjoy being creative, adapting my approach, and customizing the relationship to solve these unique situations while building lasting relationships with each client.

Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Leadership, and 7 others.

Current workplace

Trey Gresh, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Glassman Wealth Services
Glassman Wealth Services
Vice President & Client Advisor at Glassman Wealth Services
vienna, virginia, united states
Website
glassmanwealth.com
Employees
15
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Company profile
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7 roles

Trey Gresh, Cfp® work experience

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

Family Wealth Advisor

Family Office Research

Bethesda, Md

We serve as the primary point of contact for our clients to deliver an integrated solution to wealth management. We will work with our clients to deliver the family office model that considers your perspectives, aligns with your goals, and coordinates investment management with tax and estate planning, insurance planning, and credit and banking needs.

Feb 2015 - May 2022

Student Athlete - Virginia Tech Football

Virginia Polytechnic And State University

Virginia Tech Football

Quarterback for the Virginia Tech Hokies. 3 time letter winner and a member of the Champions Club every semester.

Jan 2010 - Dec 2014

Sales And Trading Summer Intern

Morgan Stanley

Greater New York City Area

Mar 2014 - Aug 2014

Marketing Intern

Rackspace, The #1 Managed Cloud Company

Blacksburg, Va

Assisted Vice President with various budgeting projects, worked on marketing campaign to expand penetration of the local business community.

May 2013 - Aug 2013

Owner

Trey'S Lawn Care

Blacksburg, Va

Owned and operated my own lawn care business, started at age 15. Serviced 10-15 yards on average per year for the season

Apr 2005 - May 2013
Team & coworkers

Colleagues at Glassman Wealth Services

Other employees you can reach at glassmanwealth.com. View company contacts for 15 employees →

TR Travis Russell, Cfp ® Travis Russell, Cfp ® Colleague at Glassman Wealth ServicesWashington, District Of Columbia, United States View → CL Candace Lee, Cfp®, Ea Candace Lee, Cfp®, Ea Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View → ZR Zach Rampold Zach Rampold Colleague at Glassman Wealth ServicesVienna, Virginia, United States View → DL David Levitt, Cfp® David Levitt, Cfp® Colleague at Glassman Wealth ServicesMclean, Virginia, United States View → DS Dana Sippel, Cfp®, Aep®, Cpa/Pfs Dana Sippel, Cfp®, Aep®, Cpa/Pfs Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View → ED Eric Dunner, Jd, Cfp® Eric Dunner, Jd, Cfp® Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View → LB Laura Barnett Cheplak Laura Barnett Cheplak Colleague at Glassman Wealth ServicesFalls Church, Virginia, United States View → EK Elena K. Elena K. Colleague at Glassman Wealth ServicesFalls Church, Virginia, United States View → CG Colin Gerrety, Cfp®, Cima® Colin Gerrety, Cfp®, Cima® Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View →
1 education record

Trey Gresh, Cfp® education

FAQ

Frequently asked questions about Trey Gresh, Cfp®

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

What company does Trey Gresh, Cfp® work for?

Trey Gresh, Cfp® works for Glassman Wealth Services.

What is Trey Gresh, Cfp®'s role at Glassman Wealth Services?

Trey Gresh, Cfp® is listed as Vice President & Client Advisor at Glassman Wealth Services at Glassman Wealth Services.

What is Trey Gresh, Cfp®'s email address?

AeroLeads has found 1 work email signal at @glassmanwealth.com for Trey Gresh, Cfp® at Glassman Wealth Services.

What is Trey Gresh, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 540 for Trey Gresh, Cfp® at Glassman Wealth Services.

Where is Trey Gresh, Cfp® based?

Trey Gresh, Cfp® is based in Vienna, Virginia, United States while working with Glassman Wealth Services.

What companies has Trey Gresh, Cfp® worked for?

Trey Gresh, Cfp® has worked for Glassman Wealth Services, Family Office Research, Virginia Polytechnic And State University, Morgan Stanley, and Rackspace, The #1 Managed Cloud Company.

Who are Trey Gresh, Cfp®'s colleagues at Glassman Wealth Services?

Trey Gresh, Cfp®'s colleagues at Glassman Wealth Services include Travis Russell, Cfp ®, Candace Lee, Cfp®, Ea, Zach Rampold, David Levitt, Cfp®, and Dana Sippel, Cfp®, Aep®, Cpa/Pfs.

How can I contact Trey Gresh, Cfp®?

You can use AeroLeads to view verified contact signals for Trey Gresh, Cfp® at Glassman Wealth Services, including work email, phone, and LinkedIn data when available.

What schools did Trey Gresh, Cfp® attend?

Trey Gresh, Cfp® holds Bachelor Of Science (Bs), Dual Degree In Finance & Marketing With An Economics Minor, Magna Cum Laude from Virginia Polytechnic Institute And State University.

What skills is Trey Gresh, Cfp® known for?

Trey Gresh, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, Powerpoint, Leadership, Customer Service, Social Media, Time Management, and Teamwork.

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