Trevor Y. in

Trevor Y.

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Financial Advisor at Renaissance Financial
📍 St Louis, Missouri, United States

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.

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Experience
6 Years
Current Role
Financial Advisor
Location
St Louis, Missouri, United States
Personality Overview

How Trevor shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Trevor cares 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.
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Career

Work history

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

Media appearances

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Education
2018 - 2022
Bachelor of Business Administration - BBA
University of Missouri-Columbia
2014 - 2018
Diploma of Education
Warrensburg Latham High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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