Trey Cooper, CFP^®, AIF^®

Designations and licenses

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

Experience and education

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

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

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.