Trey Prophater
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Trey Prophater Email & Phone Number

Business Exit Strategist ♦ Succession Planning ♦ Owner at NAVIX Consultants
Location: Atlanta, Georgia, United States 6 work roles 2 schools
2 work emails found @navixconsultants.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email t****@navixconsultants.com
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Current company
NAVIX Consultants
Role
Business Exit Strategist ♦ Succession Planning ♦ Owner
Location
Atlanta, Georgia, United States
Company size
37 employees

Who is Trey Prophater? Overview

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Trey Prophater is listed as Business Exit Strategist ♦ Succession Planning ♦ Owner at NAVIX Consultants, a with 37 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at navixconsultants.com and a matched LinkedIn profile for Trey Prophater.

Trey Prophater previously worked as Financial Advisor ♦ Business Development ♦ Owner at Persium Group and Vice President - Institutional Sales - Regions Morgan Keegan Trust at Regions Bank. Trey Prophater studied at University Of Georgia - Terry College Of Business.

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Email format at NAVIX Consultants

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{first_initial}{last}@navixconsultants.com
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About Trey Prophater

As an advisor to businesses, their owners, and investors, I have the opportunity to educate and assist them in making the decisions and taking the actions that are needed to be positioned for continued success. Through Persium Group, we help individual and institutional investors make sound decisions, address risk and achieve their investment goals. Persium Group has more than $1.5 billion in assets under advisementThrough NAVIX, we help owners plan for and execute successful exits: achieving financial freedom, creating a sustainable legacy, and exiting on their terms. We’re unique because we help navigate both exit planning and execution, getting both the owner and business ready for exit. As a Speaker and Presenter, I share my exit strategy expertise with groups of business owners and CEO’s. I speak to national and regional groups on a variety of exit planning related topics.Prior to joining Persium Group and NAVIX, I spent over 15 years in the investment, banking, and trust arenas. This experience enables me to meet the diverse needs of our clients.To learn more about us, please visit our websites at www.persiumgroup.com and www.navixconsultants.com This should be not considered a solicitation to offer advisory services in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. As with any investment, there is a risk that you could lose money by investing through Persium Group. There can be no assurance that Persium Group will achieve your investment objective.

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Trey Prophater's current company

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NAVIX Consultants
Navix Consultants
Business Exit Strategist ♦ Succession Planning ♦ Owner
Atlanta, GA, US
Website
navixconsultants.com
Employees
37
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6 roles

Trey Prophater work experience

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

Business Exit Strategist ♦ Succession Planning ♦ Owner

Navix Consultants

Atlanta, Ga, Us

Financial Advisor ♦ Business Development ♦ Owner

Current
Persium Group

Atlanta, Ga

Persium is a specialized financial advisory team serving individual investors, business owners, and retirement plan committees.WEALTH MANAGEMENT FOR BUSINESS OWNERS: We specialize in advising business owners on how to create wealth and invest outside of their companies, both prior to and then after they exit.WEALTH MANAGEMENT FOR INDIVIDUALS: Our team of wealth managers specializes in helping you build and manage your personal portfolio and head down the path toward financial freedom.RETIREMENT PLAN OVERSIGHT: Through CoVerity, we provide professional advice to retirement plan investment committees to help them make sound decisions, stay ahead of the regulatory curve, and facilitate positive outcomes for participants.We take a persistent and personal approach to our investment process and to our client relationships. We believe that when you have a personal relationship with a trusted advisor who helps you navigate big decisions and alleviate stress about money, you can then focus on what really matters to you.This should be not considered a solicitation to offer advisory services in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investment advisory services offered through Persium Advisors, LLC, a registered investment advisor. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client’s experience with our firm.

Dec 2011 - Present

Business Exit Strategist ♦ Succession Planning ♦ Owner

Current
Navix Consultants

Atlanta, Ga

NAVIX helps business owners navigate and achieve happy exits. We have learned that successful exits require planning and execution. Business owners who neglect to plan, have fewer options and risk losing control of the process and those who do not execute face falling short of their goals. We are unique because we help navigate both exit planning and execution, getting both the owner and business ready for exit on their own terms. After watching countless owners struggle to achieve successful exits, we have developed a better way. Using our proprietary process, we strive to create a world where owners achieve financial freedom, create a sustained business legacy, and exit at a time and manner of their choosing.Interested in learning more? Let’s talk. Contact me at tprophater@navixconsultants.com or 678-322-3000.

Dec 2011 - Present

Vice President - Institutional Sales - Regions Morgan Keegan Trust

Regions Bank
Nov 2010 - Dec 2011

Director / Business Development / Institutional Investment Solutions

Suntrust

Concentrated efforts on institutional investment and trust opportunities.

Nov 2002 - Nov 2010

Advanced Markets Manager

Madison Financial Group

Fee based financial planning, qualified and non-qualified retirement plan design/advice, and investment advisory services.

Dec 1998 - Nov 2002
Team & coworkers

Colleagues at NAVIX Consultants

Other employees you can reach at navixconsultants.com. View company contacts for 37 employees →

SY Sisi You Sisi You Colleague at Navix ConsultantsSouth Korea, Korea, Republic Of View → DS Dann Scheiferstein, Mba Dann Scheiferstein, Mba Colleague at Navix ConsultantsPittsburgh, Pennsylvania, United States View → WB William Bowen William Bowen Colleague at Navix ConsultantsAtlanta Metropolitan Area, United States View → A( Alexandra (Ali) Flint Alexandra (Ali) Flint Colleague at Navix ConsultantsHouston, Texas, United States View → LS Lauren Strawn Lauren Strawn Colleague at Navix ConsultantsWilmington, North Carolina, United States View → SF Sandra Fisher Sandra Fisher Colleague at Navix ConsultantsAtlanta Metropolitan Area, United States View → GH Gary Hirsch Gary Hirsch Colleague at Navix ConsultantsTucson, Arizona, United States View → BV Bruce Vanderlaan Bruce Vanderlaan Colleague at Navix ConsultantsFort Myers, Florida, United States View → JB Jenna Brock Jenna Brock Colleague at Navix ConsultantsAtlanta, Georgia, United States View →
2 education records

Trey Prophater education

FAQ

Frequently asked questions about Trey Prophater

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

What company does Trey Prophater work for?

Trey Prophater works for NAVIX Consultants.

What is Trey Prophater's role at NAVIX Consultants?

Trey Prophater is listed as Business Exit Strategist ♦ Succession Planning ♦ Owner at NAVIX Consultants.

What is Trey Prophater's email address?

AeroLeads has found 2 work email signals at @navixconsultants.com for Trey Prophater at NAVIX Consultants.

Where is Trey Prophater based?

Trey Prophater is based in Atlanta, Georgia, United States while working with NAVIX Consultants.

What companies has Trey Prophater worked for?

Trey Prophater has worked for Navix Consultants, Persium Group, Regions Bank, Suntrust, and Madison Financial Group.

Who are Trey Prophater's colleagues at NAVIX Consultants?

Trey Prophater's colleagues at NAVIX Consultants include Sisi You, Dann Scheiferstein, Mba, William Bowen, Alexandra (Ali) Flint, and Lauren Strawn.

How can I contact Trey Prophater?

You can use AeroLeads to view verified contact signals for Trey Prophater at NAVIX Consultants, including work email, phone, and LinkedIn data when available.

What schools did Trey Prophater attend?

Trey Prophater studied at University Of Georgia - Terry College Of Business.

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