Trevor Greerin
Trevor Geerin, CFP®, ChFC® Financial Planner, RJFS

Trevor is dedicated to helping his clients plan for and pursue the important financial goals in their lives. He strives to create lifelong partnerships with the families and individuals he serves and be there for them through all the twists and turns that life can bring.

As a Certified Financial Planner™ professional, Trevor holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

In addition to meeting with clients and assisting with any needs, Trevor also devotes time to preparing client plan reviews and presentations and researching funds for the Leonard & Martens investment committee.

Trevor joined the team in 2021. “What drew me to finance is rather simple: people,” Trevor says. “I have always enjoyed helping others and lending a hand. The fact that I now get to do so as a career is perfect for me. It brings a strong sense of fulfillment. I come to work each day hoping to make a difference.”

Committed to helping people in the community, Trevor serves as a Junior Achievement Alaska board member, is involved with the Construction Leadership Council of the Associated General Contractors of Alaska and volunteers with youth hockey programs in Alaska.

Trevor is a lifelong Alaskan, born and raised in Anchorage. He's a graduate of University of Alaska Anchorage, where he earned degrees in accounting and finance. In his free time, he can be found in the great outdoors hiking, fishing and hunting. He also enjoys golf, cooking and getting together with friends and family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with and does not endorse the above organizations.