Trellis Advisors provides financial planning and investment management services.

Consulting

Finance

Trellis Advisors

Trellis Advisors' headquarters in Seattle, WA, United States

M. Ray Gilmour

Johnathan A.

John Amoth

Mario Juarez

Joshua Hartman

Crystal L. Gilmour

Trevor S. Seamons

The Client Services Team at Trellis Advisors is dedicated to supporting clients by managing and addressing their financial planning and investment needs. This team ensures effective communication, handles inquiries, provides detailed reports, and collaborates with advisors to deliver personalized financial solutions.

Client Services Team

This department manages office operations, providing support and coordination for various administrative functions.

Administrative Services

This department focuses on managing client relationships and providing support to ensure customer satisfaction and engagement.

Client Services

This department manages and oversees the organization’s operational activities to ensure efficiency and effectiveness in processes.

Trellis Advisors

Org chart

Teams

Client Services Team

Administrative Services

Client Services

Operations Department

Offices

Trellis Advisors

Org chart

Teams

Client Services Team

Administrative Services

Client Services

Operations Department

Offices

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