Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Trent L
Series 63, Series 66
Alta, WY
Merrill
Trent Longnecker is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993 and holds the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations. Trent manages a team that provides customized financial advice and guidance, focusing on the needs of affluent families, business owners, and foundations. With over 30 years of experience, Trent specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. His team has been entrusted with over $750 million in client balances as of April 1, 2024. Trent has been recognized on Barron's "Top 1,200 Financial Advisors" list multiple times between 2010 and 2024 and named to Forbes "Best-in-State Wealth Advisors" list from 2021 to 2023. Trent holds a bachelor's degree from the University of Arizona. He lives in Phoenix with his wife and two children. His son attends the Eller School of Business at the University of Arizona, and his daughter plays Division One volleyball at the University of Missouri. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters