Jeffrey Wren

About Jeffrey Wren

When Jeff was just a child, he was gifted stocks by his grandfather. It was at the moment he received his first dividend check that he came to love the financial world's story. As he grew older, he enveloped himself in the high energy and excitement of the stock market. He was required to think on his feet and react to situations in the moment, a skill that he honed through his early career experiences and which has always lent itself beautifully to Jeff's love of connecting with his clients. In 2004, Jeff discovered Trilogy. The nature of Trilogy's process allowed Jeff to help people in a way he had never seen in the industry before. He is grateful for the training and guidance he has received along his journey, and he appreciated the team environment. After almost twenty years with Trilogy, Jeff became an independent advisor with LPL. Jeff takes the time to learn about what matters most to his clients so he can best address their financial needs. Jeff's passion is in his charity work, and spending time with children. He volunteers at his local church watching kids during service. He has contributed significantly to the multiple sclerosis community through his volunteer work and his desire to be part of the cure. He is a court-appointed special advocate with a non-profit children's organization called CASA. Additionally, Jeff spends time with his Godchildren whenever he gets the chance.

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