Trevor Harrelson

Professional Experience:

Trevor graduated from the University of Florida with a bachelor’s degree in Accounting. He then went on to earn a Master of Accounting degree with a specialization in taxation from Florida State University. From there, he attended the American College where he earned the Chartered Leadership Fellow (CLF) designation. After completing his education, Trevor joined OMNI Financial Services as a financial advisor where he’s been assisting clients with their personal and business financial needs ever since. OMNI has been serving clients throughout Florida since 1980. Trevor now serves as the firm’s President while continuing to work with his personal clients.

Trevor is married to his wife Heidi and together they have two daughters, Olivia and Sadie. Away from the office, his primary passions are spending quality time with his family and pursuing an active lifestyle. Trevor is a health and fitness enthusiast and an avid Florida Gators supporter. Go Gators!

Connecting during COVID. I am available to meet with you over the phone or via Zoom. If you would prefer to meet in person, as I would, we will gladly do so while implementing measures with your safety in mind.

• Chartered Leadership Fellow®
• General Securities Representative - Series 7
• Investment Advisor Representative - Series 66
• General Securities Principal – Series 24
• Life, Health and Variable Annuity Insurance Agent
• Property and Casualty Insurance Agent
• Bachelor’s and Master of Accounting degrees

Professional Services:

Business

• Business Succession Strategies
• Business Valuation Analysis
• Buy/Sell Agreements and Funding Strategies
• Executive Compensation and Incentive Plans
• Key Employee Protection and Retention Strategies
• Employee Benefits
• Business Retirement Plans

Personal

• Family Protection Strategies
• Risk Management
• Financial Planning
• Retirement Plans
• Investment Strategies and Wealth Management
• Education Funding
• Estate Planning
• Charitable and Gifting Strategies

Trevor Harrelson is a registered representative and investment advisor representative with Securian Financial Services, Inc 3518037DOFU4/8/2021