James "Trey" Mullis

Trey joined the firm in September, 2022. As a licensed Investment Assistant, Trey works with clients to provide administrative support as they plan for their future. He also supports our staff as we focus on the team approach to serving the planning needs of our clients. 

Trey has interned and worked with our office for 2 years. 

He has earned his series 7 and series 66 licenses. 

Trey is a 2019 graduate of USC, where he received his bachelor of Arts in Liberal Studies.

Trey’s hobbies include playing guitar, going to yard sales, and cooking.