Staff and Advisors
Trent SchulzRegistered Associate, RJFS
Trent graduated from Miami University in May 2012 with a bachelor's degree in finance and minor in economics. He currently maintains his Series 7 license and is enrolled in Raymond James' Advisor Mastery Program where he will obtain the Series 63, 65 and Ohio life and health insurance licenses. After completion of this two-year program Trent will have satisfied the education requirements to be eligible to sit for the CFP® exam. Trent resides in Middleburg Heights.