Trevor Strudley
Branch Vice President - Business Management at Raymond James | Capitola, California, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
As the Branch Vice President of Business Management at Raymond James, Trevor Strudley plays a pivotal role in guiding high-net-worth individuals and families, particularly those in the high-tech, clean-tech, automotive, and biotech sectors, towards achieving financial independence and establishing a lasting legacy. With a keen focus on concierge wealth management services, Trevor leverages his extensive expertise in retirement planning and multi-generational asset transfer to help clients navigate the complexities of wealth accumulation and preservation.
Trevor’s current projects include developing tailored financial strategies that address the unique challenges faced by technology executives, particularly in managing employee stock options and optimizing retirement benefits. His approach is holistic, ensuring that clients not only secure their financial futures but also align their wealth management strategies with their personal values and philanthropic goals. By fostering strong relationships with clients, Trevor ensures that their financial plans are adaptable to life’s changes, enabling them to make informed decisions that make work optional.
In addition to his technical skills in financial services and information technology, Trevor is adept at public relations, which enhances his ability to communicate complex financial concepts in an accessible manner. His commitment to education planning for clients’ children and philanthropic initiatives further underscores his dedication to creating a meaningful impact beyond mere financial success. Through his leadership at Raymond James, Trevor Strudley exemplifies the integration of strategic financial management with a personal touch, empowering clients to enjoy their wealth while building a legacy for future generations.
Branch Vice President - Business Management at Raymond James in November 2011 to Present
See more
See less
Business Exit Planning
Wealth Management
Investments
International Business
Business Management
Retirement Planning
Management
High Net Worth Individuals
Information Technology
High-Tech Industry
Biotechnology
Cleantech
Wealth Preservation Planning
Risk Management
Holistic Financial Planning
Multi-generational wealth transfer
Estate Planning
Trust Services
Social Security
Private Banking
Asset Management
Restricted Stock
Employee Stock Options
College Education Planning
Philanthropic Planning
Financial Planning
Nonprofits
Succession Planning
Collaborative Problem Solving
Non-profit Leadership
Financial Services
Securities
Investment Strategies
Wealth Management Services
Public Speaking
Public Relations
See more
See less
Discover more about Raymond JamesWhat is Trevor Strudley email address?
Email Trevor Strudley at [email protected] and [email protected]. This email is the most updated Trevor Strudley email found in 2026.
What is Trevor Strudley phone number?
Trevor Strudley phone number is +18314646416 and +18314767300.
How to contact Trevor Strudley?
To contact Trevor Strudley send an email to [email protected] or [email protected]. If you want to call Trevor Strudley try calling on +18314646416 and +18314767300. (updated on October 30, 2024)
What company does Trevor Strudley work for?
Trevor Strudley works for Raymond James
What is Trevor Strudley's role at Raymond James?
Trevor Strudley is Branch Vice President - Business Management
What industry does Trevor Strudley work in?
Trevor Strudley works in the Financial Services industry.
Trevor Strudley Email Addresses
Trevor Strudley Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Trevor Strudley
Project Manager at Robins & Morton
Curriculum and Assessment Manager at Agile Technology Solutions
Director of Development at Legal Aid of NorthWest Texas
Customer Success Manager at Materialise
Executive Director at Children's Voice: CASA, Inc.
Lead Cinematic Animator at Bungie
Public Education Specialist at Women's Crisis Center
Equity Finance Manager at Hong Leong Finance
Director, Creative Product Marketing at USAA
Founder at Cirro Water
Senior Communication & Experiences Manager at Paycor
Director of Inclusive Student Services and the Multicultural Dream Center at California State University Channel Islands
Senior Director of Principal and Planned Gifts at University of North Carolina at Charlotte
Vice President, Non-Hospital Sales & Channel Partners at Aspen Surgical
Senior Vice President of Public Policy & Governmental Relations at Illinois Primary Health Care Association
Vice President – Marketing at Cloverhill Pastry-Vend, LLC
Public Servant at TOWN OF GATES
Show more
Show less