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Our financial advice team


Trey Elsesser, Financial Advisor serving the Fort Worth, TX area - Ameriprise Advisors

Trey Elsesser

CFP®, BFA

Financial Advisor

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor

Education

  • BA, Double Major in Finance and Marketing, Stephen F. Austin State University

Professional associations

  • Red Shoe Society
  • Vision Fort Worth

Community participation

  • Ronald McDonald House Fort Worth
  • Juvenile Diabetes Research Foundation
  • Stephen F. Austin Alumni Association

Interests

  • Fishing
  • Reading
  • Volunteer Work
  • Travelling

Our Clients

The clients we are best suited to help are those who have already reached a level of success, but want to improve their financial situation or create a legacy. We strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of. We know the legacy clients want to create means more than just where the money goes, but also what family values are passed on. We primarily work with financially successful individuals and families with $1M+ in investable assets. We look forward to working with you to design a plan that helps protect your wealth, while planning to maintain your lifestyle with confidence.