Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Trenton Spallas is a Private Wealth Advisor based in San Francisco, affiliated with Merrill Private Wealth Management. He works primarily with founders, corporate executives, and general partners at venture capital and private equity firms. His practice focuses on managing family wealth complexities and simplifying financial lives to allow clients to concentrate on their families, businesses, and communities.
With six years of industry experience and two years at Merrill, Trenton offers expertise in areas including corporate executive services, executive compensation, family wealth management strategies, endowments and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management, investment strategy, and tax minimization. He holds the Personal Investment Advisor (PIA) designation.
Trenton earned both his Bachelor's degree and MBA from Willamette University. Outside of his professional pursuits, he has an interest in adventure sports, baseball, basketball, fishing, football, golfing, running, and traveling.
Bank of America, N.A.
2023 - Present (3 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2023 - Present (3 years)
ICONIQ Capital
2021 - 2023 (2 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2018 - 2021 (3 years)
Merrill Lynch
2017 - 2017 (1 year)
Merrill Lynch
2016 - 2016 (1 year)
Willamette University
2013 - 2018 (5 years)
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