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Trey W Clark, Private Wealth Advisor serving the Tampa, FL area - Ameriprise Advisors

Trey W Clark

BFA, CLTC®, CFS®, CRPC

Private Wealth Advisor

BlackSands Wealth Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 41 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Charitable Giving
  • Domestic Partner Planning

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CLTC® Certified Long Term Care
  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • BlackSands Wealth Group, Ameriprise Client Experience Award, 2020-2023

Community participation

Feeding America Tampa Bay

Tampa’s Lowry Park Zoo

David A. Straz Jr. Center for the Performing Arts

Florida Museum of Photographic Arts

The Florida Orchestra

New Vision for Independence

Interests

Scuba Diving

Travel

Photography

Wine

Board Games

My Dog