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portrait of Trevor J Yates
FINANCIAL ADVISOR

Trevor J Yates

8207 Market St Suite G, Wilmington, NC 28411opens in a new window
CallSend Me a Message

About Trevor

As your Edward Jones financial advisor, every strategy I offer and every solution I recommend is based on what's most important to you. Once I understand your priorities, we can work together to identify specific financial goals and develop strategies to help you work toward achieving them.

I began my career with Edward Jones as a financial advisor in 2012 and became a limited partner in 2019. Over the years, I have held various leadership roles including key leader, level leader and field trainer. I earned my bachelor's degree in business entrepreneurship and development from the University of North Carolina -...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesApril 2012 to Current

Education

  • Univ of NC-WilmingtonBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Traveling

Team Members

  • Megan Davitt-Loysen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(910) 686-3632

Fax

(866) 276-1755

Office Address

8207 Market St Suite G
Wilmington, NC 28411opens in a new window

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