Janet Trell
Private Client Senior Relationship Associate at Brown Advisory
Based in Chapel Hill, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Chapel Hill
Industry
Financial Services
Company size
1.1K
Contact information
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j•••••••@brownadvisory.com
Phone
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Background
About Janet Trell
With over twenty-five years of experience in financial services and wealth management, I have developed client relationships by exceeding expectations as a trusted and knowledgeable advisor. As a certified financial planner, I specialize in identifying and advising on comprehensive solutions to achieve client’s financial goals through analysis of investments, risk management, retirement planning and estate planning. I am currently a certified trust and fiduciary advisor designee, hoping to advise clients in areas that will have the most impact on their families.
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