Wealth management and financial planning; for individuals and businesses.
Wealth management and financial planning; for individuals and businesses.
Trent Cunningham
Associate Financial Advisor
502.882.4613
Trent joined the team in April 2024. He came from Northwestern Mutual where he was a Financial Representative. Prior to that, he worked at Mercer as an Actuarial Analyst. He has 12 years of experience working in the area of defined benefit plans. Trent graduated from Bellarmine University and double majored in Accounting and Mathematics. He specializes in Financial Planning, Investment Management, and Education Planning. He is married to Shanda and they have three children - Kennedy, Claire, and Carter. He enjoys reading, hiking, family vacations to Michigan, and trying out local restaurants with Shanda.
Disclosure
Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.
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