Broker Check
John M. Trotter, AIF®

John M. Trotter, AIF®

Private Wealth Manager

John Trotter is an independent Private Wealth Manager.  John provides advice and coaching to his clients in all aspects of their financial lives from planning for retirement to preparing for the unexpected. John takes an analytical and strategic approach to planning and problem solving ultimately geared to work in their best interested to help achieve their individual financial goals.

John is married to Georgie and from time to time you may hear from Georgie since she manages the office administration.  John has a son named Blade and three dogs Annie, Texas and Snap. John enjoys cycling, running, hiking, camping and and volunteering his free time to further the sport of cycling and fitness.

John is a graduate of the University of North Texas where he earned his Bachelor of Business Administration with emphases on Financial Planning. 

“Even professional athletes need a coach, don’t underestimate the value of advice.” - John Trotter

Form ADV Part 2B Brochure Supplement