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.