Trey Barnes, CFP®
Designations and Licenses
Trey is a CERTIFIED FINANCIAL PLANNER™ professional and has a DACFP certification in blockchain and digital assets.
Experience and Education
Trey specializes in providing comprehensive wealth management solutions for business owners, executives and high-net-worth families. He has more than 25 years of financial services experience.
Prior to joining Mariner Wealth Advisors, he spent 18 years at A.G. Edwards, where he served as a financial consultant, senior vice president and investment officer. While at A.G. Edwards, he developed wealth solutions for clients that included financial planning, retirement planning, college savings and estate planning.
Trey has a bachelor’s degree in business administration from the University of Kansas. He is a member of the Financial Planners Association of Greater Kansas City.
Trey was named to Forbes’ Best-In-State Wealth Advisors list, ranking #4 in Kansas in 2022 and #7 in Kansas in 2021. He was named to Barron’s Top 1,200 Advisors list, ranking #6 in 2022, #3 in 2021 and #5 in 2020, also in Kansas.
Trey supports the United Way and the Mariner Foundation. He also serves on the Founder’s Circle for the Global Orphan Project. In his free time, he enjoys golf, hiking and snowboarding.
The Forbes Best-In-State Wealth Advisors ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.