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Trey Wall

Trey Wall

Vice President, Independent Broker Dealer Strategies
15801 Brixham Hill Ave., Ste. 450
Charlotte, North Carolina, 28277

About

Trey Wall, LUTCF, serves as Vice President, Independent Broker Dealer Strategies for Highland Capital Brokerage. Trey began his career in the life insurance industry as a life agent and now has over 23 years of experience in the life insurance industry focused on product case design, advanced planning, and brokerage management.

Prior to joining Highland, Trey was the National Sales Director for LPL Insurance Associates. In this role, he was responsible for building LPL’s advanced planning department and when LPL acquired the insurance department of UVEST Financial Services, Trey led the merger of the insurance departments.

Prior to that, Trey worked as the National Sales Director for UVEST Financial Services. He took the lead building their in-house BGA supporting over 300 community banks across the nation. Trey also worked as a national variable life wholesaler for Transamerica and as Brokerage Director for Grice Financial Services. As the Brokerage Director, he supported wirehouses, independents, and banks in Virginia, North, and South Carolina.

Trey is a Life Underwriter Training Council Follow (LUTCF) and a member of AALU and NAILBA. He graduated from Lenoir-Rhyne University and resides in Mint Hill, North Carolina with his wife, Christina and their two teenage children, Jacob and Madison.

 

Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.

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