Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As a Registered Investment Advisor (RIA), we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on the options. Speak to our fiduciary advisors today.



Insurance

Investment Management

Retirement

Trajan Wealth LLC

Trajan Wealth LLC's headquarters in Scottsdale, AZ, United States

Jeff Junior

Shane McGreevy

Diane Woolley

Darrin Hansen

Cody Hall

The Salesforce Team at Trajan Wealth LLC is responsible for managing and optimizing the Salesforce CRM platform to enhance client relationship management and operational efficiency. They develop custom solutions, automate processes, and ensure data integrity to support the company’s wealth management services.

Salesforce Team

The Client Services team at Trajan Wealth LLC is dedicated to ensuring a seamless and personalized experience for our clients. Comprising Client Development, a Client Services Manager, and a Client Relations Specialist, the team focuses on addressing client inquiries, maintaining effective communication, and supporting the implementation of custom wealth management solutions. They work collaboratively to enhance client satisfaction and foster long-lasting relationships.

Client Services

The Leadership Team at Trajan Wealth LLC is responsible for setting the strategic direction and overseeing the overall operations and growth of the company. The CEO and Founder spearheads the vision and mission, the Chief Administrative Officer ensures operational efficiency and compliance, and the Chief Marketing Officer drives brand awareness and client engagement through strategic marketing initiatives.

Trajan Wealth LLC

Org chart

Teams

Salesforce Team

Client Services

Leadership Team

Offices

Trajan Wealth LLC

Org chart

Teams

Salesforce Team

Client Services

Leadership Team

Offices

Related companies