Trey Shepherd
My Business
With seven years of experience as a business owner serving start-up companies, Trey brings his charisma and enthusiasm for helping others and building relationships to his career as an advisor at a family office. Trey joined Raymond James as a Financial Advisor in 2023. Born in Houston and raised in Austin, Trey represented Texas proudly at Louisiana State University, where he graduated in 2020 with a degree in Communications and minor in Spanish. In his spare time, he enjoys fishing, cooking, and cheering on his favorite teams. Trey resides in Austin along with the rest of his family.
Ideal Referral
Business owners who need council on tax efficiencies for their business, business strucutre, employee retention, and how to best pass a business to their heirs or sell on the open market
Top Problem Solved
Reducing estate taxes
My Ideal Referral Partner
CPA's
Top Product
Estate Planning
My Favorite BNI Story
I have met alot of really amazing professionals through BNI
Trey is a member of North America's largest luxury BNI chapter — 50+ members, over $6 million in closed business passed, and a $2.4M single referral record. Visit a meeting and see it for yourself.
Be Our Guest