Trey works with business owners and their families. He specializes in pre-liquidity planning, tax strategies and custom investment solutions post sale. Trey has helped over 30 clients go through the sale process and create a legacy for the their family and community.  

Prior to joining Clover Capital, Trey was a Managing Director with Raymond James Private Wealth Management.  

Trey graduated from Washington and Lee University with a BS in Finance.

Trey lives in Atlanta, with his wife Chandler Haydon. They have two children, Carter and Sara Elizabeth. Trey and Chandler enjoy spending time with family and friends in Atlanta, St Simons and Clearwater, Florida. Golf, fishing and backgammon round out some of his hobbies.