Trevor Martin

Client Success Manager at Envestnet | MoneyGuide

Trevor Martin holds a Bachelor’s Degree in Business Administration from Central Washington University, earned from 2004 to 2008. Trevor has extensive experience in the financial services industry, currently serving in multiple roles including MoneyGuide Support, Enterprise Relationship Manager, and Account Manager at Envestnet | MoneyGuide since February 2017. Prior to this, Trevor worked as a Regional Vice President and External Wholesaler at John Hancock Financial Services from August 2015 to February 2017. Additional experience includes a position as LTCi Internal Wholesaler for Financial Institutions at Genworth Financial from March 2014 to July 2015, and Western Regional Sales Leader and Marketing Specialist for LTCi, Life, and Health products at American Independent Marketing from January 2008 to February 2014. Trevor also holds the CFP® and ChFC® designations.

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