Trilogy Financial
Established in Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. Visit us at The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.
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Verified contacts
156
available on Kipplo
LinkedIn employees
181
51 to 200 range
Open roles
—
no listings
Distinct roles
87
indexed titles
Tech stack
6
tools in use
Monthly traffic
2.3K
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Decision-makers and verified team members
156 contacts with verified email or phone · masked until revealed.
- AP
Alicia Pilon
Wealth Management Professional · Finance & Accounting
EmailPhone - JH
Joshua Henrikson
Director of Technology · Information Technology
EmailPhone - TP
Toshia Palacios
Human Resources Director · Human Resources
EmailPhone - CM
Chris Molony
Senior Vice President of Wealth Planning · Finance & Accounting
EmailPhone - DB
Derrick Blanchette
VP of Wealth Planning · Finance & Accounting
EmailPhone - DP
Diane Powell Zing
Senior Vice President of Wealth Management · Finance & Accounting
EmailPhone - EM
Evan Monterroso
VP, Business Development · Sales & Business Development
EmailPhone - GD
Gonzalo de León Plata
Managing Vice President · General Business & Management
EmailPhone - HK
Heather Klutznick
Vice President of Investments · Finance & Accounting
EmailPhone
Showing 9 of 156 verified contacts
Top roles at Trilogy Financial
87 distinct titles indexed · top 10 shown.
- 14financial executive
- 12investment executive
- 7wealth management assistant
- 5financial advisor
- 4wealth advisor
- 3financial planner
- 3investment advisor
- 3service associate
- 3training manager
- 3vice president of wealth management
- +77more titles
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