Trey Vineyard
Founder | CEO | Financial Advisor at VINITY | Scottsdale, Arizona, United States
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Founder | CEO | Financial Advisor at VINITY in June 2019 to Present
Head of Planning & Strategy at Touchstone Wealth in November 2024 to Present
Managing Partner at SharpePoint in October 2012 to June 2019
Financial Advisor at Waddell & Reed in April 2008 to October 2012
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University of Arizona, Eller College of Management, Bachelor of Science (BS), January 2004 to January 2007
Boston University, Certificate in Financial Planning, January 2012 to January 2014
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Retirement Planning
Investment Advisory
Wealth Management
Investment Strategies
Strategic Financial Planning
Risk Management
Life Insurance
Finance
Retirement
Wealth
Asset Allocation
Financial Advisory
Management
Securities
Investments
Series 7
Financial Planning
Mutual Funds
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Discover more about VINITYWhat is Trey Vineyard email address?
Email Trey Vineyard at [email protected]. This email is the most updated Trey Vineyard's email found in 2026.
How to contact Trey Vineyard?
To contact Trey Vineyard send an email to [email protected].
What company does Trey Vineyard work for?
Trey Vineyard works for VINITY
What is Trey Vineyard's role at VINITY?
Trey Vineyard is Founder | CEO | Financial Advisor
What is Trey Vineyard's Phone Number?
Trey Vineyard's phone (602) ***-*327
What industry does Trey Vineyard work in?
Trey Vineyard works in the Financial Services industry.
Trey Vineyard Email Addresses
Trey Vineyard Phone Numbers
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