Trey Cooper, CFP®, AIF®

Director & Senior Wealth Advisor
Tulsa, Oklahoma|Oklahoma City, Oklahoma

Designations and Licenses

Trey is a CERTIFIED FINANCIAL PLANNER professional and an Accredited Investment Fiduciary®.  

Experience and Education

As a director and senior wealth advisor, Trey focuses on developing solutions for individuals, foundations and corporate retirement plans. Prior to joining Mariner Wealth Advisors, Trey spent eight years as a senior vice president at Adams Hall Wealth Advisors, a firm acquired by Mariner Wealth Advisors. 

He has a bachelor’s degree from the University of Oklahoma. 

Accolades

Trey was named to Oklahoma Magazine’s list of 40 Under 40 in 2015.

Personal Interests

Trey serves on the board of Building All Children. He is a graduate of Leadership Tulsa Class 42, the G2 Leadership Institute and was named to Oklahoma Magazine’s list of 40 under 40 in 2015. He is a Kansas City Barbeque Society Certified BBQ Judge.

Trey’s Offices

Oklahoma Magazine’s 40 Under 40 is a list of individuals from all fields of business nominated by peers and selected annually by the magazine. The inclusion of a wealth manager on the 40 under 40 list should not be construed as an endorsement of the wealth manager by Oklahoma Magazine. To view the full disclosure and award criteria, visit: https://okmag.com/blog/40-under-40-2/. 

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