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portrait of Trevor R Webster
FINANCIAL ADVISOR

Trevor R Webster

CFP®, AAMS™
10999 Van Wert Decatur Road, Van Wert, OH 45891opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Trevor

Shortly after graduating from The Ohio State University in 2008, I began serving clients in Titusville, FL, as a financial advisor. The next year, I assumed responsibility for the firm's Vero Beach, FL, office. I became involved in leadership roles within the firm while in Florida.

Our family returned to our hometown of Van Wert, OH, in 2012 to assume responsibility for another one of the firm's branch locations. Again, I served in various leadership positions within the firm, helping to train and develop some of the firm's newest financial advisors and grow the number of branch office locations in Ohio....

Focus Areas

  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Values and Faith Based Investing

Work History

  • Edward JonesJune 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ohio State Univ-LimaBachelor of Science

Team Members

  • Kendra Goodlin
    Registered Branch Associate
    AAMS™
  • Erika Wise
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(419) 232-2057

Fax

(888) 412-7910

Office Address

10999 Van Wert Decatur Road
Van Wert, OH 45891opens in a new window

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