Arthur D. “Trey” Wharton, III is an Investment Advisor Representative with Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in wealth accumulation, business planning and executive benefits for individuals and closely-held businesses.
As an Investment Advisor Representative with over 25 years of financial services experience, Trey is qualified and trained in assisting businesses, families and individuals realize their financial goals. His service-based model as trusted advisor includes financial analysis, retirement planning, funding for education, providing recommendations for asset allocation and wealth management as well as preserving and protecting his clients’ assets and lifestyles through a full line of insurance products.
Raised in Huntsville, Texas, Trey has deep ties with the community and is committed to helping each and every client reach their financial goals, so they may enjoy a fulfilled life and legacy.
Trey resides with his wife of 28 years, Jo Lynne. They are proud parents of two adult children. He enjoys playing basketball, working out and spending time with his family.
► Texas Christian University, Bachelor of Business Administration – Finance
► Life, Accident & Health Insurance Licensed
► Property & Casualty Insurance License
► Series 65
► Series 63
► Series 6
Memberships and Affiliations:
► Board of Trustees - Huntsville Independent School District
► Director - Walker County Chamber of Commerce
► Member- First United Methodist Church of Huntsville