Trevor Y.

Evaluator
DISC Type : csd

Financial Advisor at Renaissance Financial

St Louis, Missouri, United States

Overview

Trevor is a Financial Advisor at Renaissance Financials St. Louis office, focused on helping clients achieve personal financial freedom. He leverages his background in customer service and holds a Bachelor of Business Administration from the University of Missouri-Columbia to build strong professional and personal relationships with his clientele.

Active in his community, Trevor serves as a Board Member for the non-profit HOME WORKS! and is the VP of Education for Toastmasters International. His interests lie in finance and investing, driven by a passion for helping others succeed financially.

Before his finance career, Trevor worked as a cabinet maker, where he honed his skills in process improvement and delivering high-quality finished products.

Personality Overview

Quality Focused

Hard To Convince

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Achieving Financial Freedom
His stated mission is to help as many people as possible achieve the financial freedom they desire through planning and investing.
Portfolio Management
He actively posts about investment strategies, such as the importance of rebalancing portfolios before year-end to manage risk and lock in gains.
Public Speaking
Serves as the VP of Education for Toastmasters International, indicating a strong interest in developing communication and leadership skills.

Media Appearances

Trevor has no verified media appearances

Work History

8-2022
Financial Advisor at Renaissance Financial
4-2024
Board Member at HOME WORKS!
10-2024 - 9-2025
VP of Education at Toastmasters International
5-2020 - 7-2022
Cabinet Maker at Mark Hall Cabinetry
5-2019 - 3-2020
Student Supervisor at The Mark on 5th Street

Education

2018 - 2022
Bachelor of Business Administration - BBA from University of Missouri-Columbia
2014 - 2018
Diploma of Education from Warrensburg Latham High School

More Information

Social Presence :

Prographics :

Exp : 6 Location : St Louis, Missouri, United States Job Level : N/A Designation : Financial Advisor at Renaissance Financial
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Insights For Selling To Trevor

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevor is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Trevor

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Trevor move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Trevor take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Trevor

Personality Compatibility


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