portrait of Trey Howdy
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Trey

Cool summer nights. Brisk winter days. The sounds of crickets and the twinkle of fireflies. The lapping of waves hitting the sand along the Pamlico River. Spanish moss dancing in the breeze.

My wife Summer, our four children and I are blessed to call Beaufort County home. In fact, our entire extended family has known this area for generations. Our personal goal is to allow our children to experience the wonders of childhood with the wild of nature and the pace of Mayberry.

Wherever you call home and whatever your financial goals may be, I'm here to help.

Whether you're planning for...

Focus Areas

  • Business Retirement Plans
  • Intergenerational Planning
  • New Investors
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CKA®

    Certified Kingdom Advisor®

Education

  • College of CharlestonBachelors

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Football
  • Volunteering
  • Fishing

Team Members

  • Delores Jackson
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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