Trevor is a Financial Advisor at Pioneer Financial Group located in Windsor, CT where he is a part of a team of Financial Advisors who work together to tailor financial strategies to their clients. Trevor graduated magna cum laude with a Bachelor of Science Degree in Business Administration (with a concentration in Financial Services) from Bryant University where he was awarded the Financial Planning Graduation Award. He also minored in Economics and Entrepreneurship. He joined Pioneer Financial Group in 2019 as an intern and went on to obtain his Series 7 and 66 registrations in 2020 as well as his Life, Accident, and Health Producers’ Licenses.
Since Trevor was young, he had two strong passions, sports and helping others. Growing up he aspired to become a professional athlete and continued that dream playing Division 1 soccer at Bryant University. It wasn’t until the winter semester of his sophomore year of college, while interning at Pioneer Financial Group, that he realized he had a different calling than sports…promoting financial literacy. During his internship and his time working as an Associate, Trevor spent time furthering his knowledge of financial services/strategies.
Trevor believes in the power of a carefully thought out financial strategy tailored to one’s unique scenario. It is Trevor’s mission to work hands on with every client to provide ongoing education while working together with them to build a sound financial strategy that fits their needs. Coming from a family which was not familiar with developing a financial strategy; he believes not only in the importance of others having a financial strategy, but also that they understand the strategy and all its components.
In his free time Trevor enjoys golf and competitive softball. He is a diehard New England sports fan and enjoys going to games.
The Financial Planning Graduation Award is related to the individual’s academic program and not reflective of the individual’s professional experience. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Trevor Lyne is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Pioneer Financial Group is independently owned and operated. 360 Bloomfield Ave, Suite 201, Windsor, CT 06095. 3599130 – 5/27/2021