Trevor Conlon

Senior Vice President, Wealth Advisor

Areas of Expertise

Goal Alignment

Asset Allocation

Retirement Planning

Qualifications & Experience

25+ years as a Financial Advisor

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Wilmington, DE

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Words to Live By

We can't ever go back to old things or try and get the "old kick" out of something or find things the way we remembered them. We have them as we remember them and they are fine and wonderful and we have to go on and have other things because the old things are nowhere except in our minds now.

Ernest Hemingway

Client Experience Professionals

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Team Members

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About

With over 25 years of experience as a financial advisor, Trevor brings a rare combination of deep industry knowledge and forward-looking perspective to his clients. His goal is to build a lasting partnership with each client: rooted in trust, long-term planning, and his knowledge of the evolving landscape of finance, the economy, and global trends.

Trevor takes a collaborative approach to financial advising – blending each client’s ideas, values, and goals with his own philosophy to create personalized strategies that offer both direction and peace of mind.

Trevor lives in West Chester, Pennsylvania, with his wife, Cathy, and their two children, Leah and Ryan. Outside of work, Trevor enjoys reading and spending time on the sidelines at softball, basketball, and soccer games. At some point, he hopes to be able to dust off his golf clubs and get back out on the course.