Trevor Harrelson CLF®

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!

Credentials

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 Cetera Advisor Networks LLC.