Trey McWilliams Financial Services, LLC
Educating you on how your investments REALLY work!
Trey McWilliams Financial Services, LLC
Educating you on how your investments REALLY work!
Why TMFS?
Personalized Investment Strategies
Personalized Investment Strategies
Trey takes the time to understand your unique financial situation and goals, building customized investment strategies that align with your specific needs and goals.
Comprehensive Financial Planning
Personalized Investment Strategies
From retirement planning to tax optimization, Trey offers a holistic approach to wealth management, ensuring all aspects of your financial life are meticulously managed and optimized for long-term success.
Honesty and Integrity
Honesty and Integrity
Clients rely on TMFS to guide their financial futures, share sensitive information, and make significant decisions based on TMFS advice. Trey ensures clients understand the reasoning behind recommendations, the associated risks, and any potential conflicts of interest.
Our Team
Trey McWilliams
I feel that my purpose in life is to educate people on how their money REALLY works as they invest!
A little about me
I have been married to Jacqueline for 32 years, and have 3 daughters, 2 grandsons, and a granddaughter! After graduating from Southern Methodist University with an Economics Degree with Financial Applications, I started my financial services career at Merrill Lynch. My career wove through banking, software, and consulting. Initially, I started as a client of the Fitzpatrick Group because of their education, and it was not long until got back to my roots and became an advisor again. Two of the best decisions I have ever made!
Moises Maya, Account Executive
Born in Mexico and raised in Houston, my journey in the world of business began with a degree in business from the University of Houston Downtown. For the past year, I've had the privilege of working at the Fitzpatrick Group, where I strive to provide excellent client relations and ensure smooth operation. My skill set is tailored to ensure that our clients receive the best guidance to secure their financial futures.
Beyond the office, I enjoy playing the electric guitar, watching Formula One races, and playing tennis.
I'm dedicated to contributing to the growth and success of our firm, making it the best it can be.