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Jeff Wren
Wealth Advisor
 

As a wealth advisor at Trilogy Financial, Jeff Wren helps clients make educated and calculated financial decisions and trains his staff of advisors on his professional approach to serving clients’ needs. Mr. Wren built a professional 18-year career in the stock market before joining Trilogy’s Denver office in 2004. He holds the FINRA Series 7, 63, and 55 registrations with LPL Financial, the Series 66 registration with Trilogy Capital, Inc. and LPL Financial, and also holds life, health, disability and long-term care insurance licenses. He enjoys sharing his experience in the financial world by holding seminars to groups in his community. He is also an active member of the Denver Metro Area and volunteers at the Rocky Mountain Multiple Sclerosis Center. In his spare time, he enjoys participating in charitable events, fly-fishing, attending concerts, playing golf and watching college football.

 

MEET JEFF'S TEAM MEMBERS
MIKE BROKER
MANAGING VICE PRESIDENT
 
 
REBECCA DESOTO
WEALTH ADVISOR
 

XAVIER LEWIS
WEALTH ADVISOR
 
 
CALL JEFF DIRECT AT
(303) 300-3323 ext. 5137
  Strategic Partners

ASK JEFF A QUESTION

 

 
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