Trevor Hendricks

Associate Financial Planner, Carter Financial Management

Professional

Trevor serves as an Associate Financial Planner, supporting Tyler Russell and the broader advisory team in providing comprehensive financial planning and wealth management services to clients. In his role, he assists with client meetings, investment research and portfolio analysis, and account administration, helping the team deliver a thoughtful and seamless client experience.

Prior to joining Carter Financial Management, Trevor worked at Raymond James’ headquarters in St. Petersburg, Florida, where he served as an investment consultant supporting financial advisors throughout the Southeast. In that role, he helped advisors develop personalized investment portfolios based on clients’ financial objectives, risk tolerances and long-term goals.

His experience at Raymond James provided Trevor with a strong foundation in investment strategy and a valuable perspective on the resources available to advisors and their clients. It also strengthened his desire to work more directly with individuals and families, helping them navigate financial decisions and pursue their long-term goals.

Education

Trevor earned a Bachelor of Science in Business Management from Penn State University in 2019. He is currently pursuing CFP® certification as he continues to expand his financial planning knowledge and professional expertise.

Personal

Outside of the office, Trevor enjoys spending time outdoors, whether on the water, in the mountains or exploring new destinations. An avid traveler, he enjoys experiencing different cultures, learning about local history and finding adventure both close to home and abroad.

Trevor also enjoys playing guitar and spending time with family and friends. Whether traveling, exploring the outdoors or simply enjoying time with those closest to him, he values opportunities to connect, learn and experience something new.