Focus
Trey Hannah believes the strongest client relationships begin with listening. Every family has different priorities, goals, and experiences, and he enjoys taking the time to understand what matters most before helping clients make important financial decisions.
His approach is shaped by two simple principles that guide both his personal and professional life: treat others the way you would want to be treated, and if something is worth doing, it is worth doing right. Those values influence every interaction and reflect the way he strives to serve clients each day.
After earning his CERTIFIED FINANCIAL PLANNER® certification in 2018, Trey has continued to build his career while receiving recognition from Forbes as a 2025 Top Next-Gen Wealth Advisor and a 2026 Best-in-State Wealth Advisor. He appreciates being part of a collaborative team and values the opportunity to work with individuals and families through many of life’s important milestones.
Education, Awards & Credentials
- Mississippi State University, College of Arts & Sciences (2009)
- CERTIFIED FINANCIAL PLANNER® (CFP®), 2018
- 2025 Forbes Top Next-Gen Wealth Advisor
- 2026 Forbes Best-in-State Wealth Advisor
Outside the Office
Trey enjoys spending time with his wife, Allison, and their three children, Louise, George, and Jameson. Much of their free time centers around family, church, and the local community. They are active members of First Presbyterian Church of Meridian and enjoy traveling to the Gulf Coast and spending time boating on the lake.
When he’s away from the office, Trey enjoys golfing, playing racquet sports, coaching his children’s youth teams, and spending time with his family
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.