Our Wealth Management Advisors

Trevor Coe is a seasoned financial professional with over two decades of experience in the financial services industry. A graduate of Lipscomb University with degrees in finance/economics and management, Trevor began his career helping manage more than 200 corporate retirement plans.

Serving small and medium-size businesses with employee benefits and retirement plans remains a core focus and an area where Trevor and his team continue to make a meaningful impact.

Today, he specializes in wealth management for individuals and families, with a particular emphasis on retirement and retirement income strategies. Through comprehensive financial planning, Trevor works closely with clients to understand their goals and implement tailored solutions using a wide range of investment and insurance tools. His experience allows him to provide sophisticated strategies in areas such as tax minimization and charitable giving.

Operating from offices in both Nashville, TN, and Russellville, KY, Trevor is grateful for the opportunity to maintain lifelong relationships and give back to his hometown community.

Trevor is a Certified Financial Planner® professional, a registered representative with Kestra Investment Services, LLC, and an investment advisor representative with Kestra Advisory Services, LLC. He holds Series 7, 63 and 66 registrations and is licensed in life, health and variable contracts.

Outside of work, Trevor enjoys spending time with his wife, Elizabeth, and their three children. Together, they are actively involved in their local church. Trevor also enjoys coaching youth sports and spending time outdoors — especially hiking, fishing and skiing.