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Trey Booth

Chief Investment Officer, Senior Vice President, Wealth Consultant at Fi Plan Partners

  • LinkedIn

I am a member of the Portfolio Strategy team, working with President and CEO Greg Powell, CIMA, on developing strategies and portfolio positions designed with the objective to grow your w...

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FI PLAN PARTNERS

FI PLAN PARTNERS

  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Fi Plan Partners Org Chart and Mapping

VP-Level

Mark Hume

SVP, Financial Planning and Wealth Consultant

Employees

Bobby Norman

Managing Director-Senior Vice President and Wealth Consultant

Aif® Adam Vansant

Senior Vice President of Operations & Advisory Services, Wealth Consultant

Ty Miller

Associate Vice President and Wealth Consultant

Ashley Page

Senior Vice President, Wealth Consultant

Trey Booth

Chief Investment Officer, Senior Vice President, Wealth Consultant

Robert Moody

Senior Vice President, Wealth Consultant

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Answer: Fi Plan Partners's Chief Investment Officer, Senior Vice President, Wealth Consultant is Trey Booth

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  • Phone number  :  (***)-***-****
  • Email  :  t****@fiplanpartners.com

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