Trent Longnecker
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Trent Longnecker is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1993 after earning a bachelor's degree from the University of Arizona. Trent holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, along with Series 7, 31, 63, and 66 FINRA registrations.
With over three decades of experience, Trent and his team specialize in providing customized financial advice and guidance to affluent families, small business owners, and foundations. Their expertise encompasses college education planning, family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and more. As of April 2024, Trent’s team manages over $750 million in client assets. His professional recognition includes listings on Barron’s “Top 1,200 Financial Advisors” from 2010 to 2019 and 2024, as well as Forbes “Best-in-State Wealth Advisors” for 2021 through 2023.
Trent currently resides in Phoenix with his wife, Tricia. His son Tyler attends the Eller School of Business at the University of Arizona, and his daughter Tatum plays Division One volleyball at the University of Missouri. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Business ownership considerations
Business exit / sale strategy
General retirement planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Demographic focus
Established Professionals
Parents
Work history
Bank Of America, N.A.
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1993 - Present (33 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Adam D
Series 66
Driggs, ID
Edward Jones
Nicholas B
Series 63, Series 66
Driggs, ID
Alupka Asset Management
Matthew W
Series 63, Series 65
Driggs, ID
Encore 401K, LLC
Justin B
CFA®, Series 66
Victor, ID
Rockhill Advisors LLC
Kenyon L
CFP®, ChFC®, Series 63
Driggs, ID
Pinnacle Wealth Management, LLC
Richard R
Series 63, Series 65
Driggs, ID
Stifel Independent Advisors, LLC
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