Trevor Bell began his career in financial planning at 19 years old, starting as an intern at Security
Financial Management. He quickly advanced through roles as a client service associate and
financial planning specialist before becoming a CFP professional and full‑time advisor.
This hands-on progression gave Trevor a deep understanding of the planning process from the
ground up and shaped the advisor he is today. Coming from a family of blue‑collar business
owners, Trevor experienced firsthand how hard‑working entrepreneurs often lack access to
meaningful financial guidance despite carrying the financial responsibilities of their businesses,
employees, and families. This background inspired his passion for serving small business
owners, particularly those in trades and labor‑driven industries, by helping them structure their
finances, reduce uncertainty, and build long‑term security.
Born and raised in the Orlando area, Trevor brings a grounded, relationship‑focused approach
to his work and believes in empowering clients through education and clarity. Outside the
office, he enjoys spending time with his high school sweetheart, Nicole, and playing golf.
