Trey Alston

Trey Alston is an Associate at Caldwell Wealth Management for the Memphis Office Location.  Trey is responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research regarding complex client issues. 

Prior to joining Caldwell Wealth Management, Trey Alston is the founder of A.G Enterprise, where he helps brands develop and define their voices in their respect industries. Times may have changed, but his creativity and problem-solving hasn't. He is driven by technology and innovation to ensure he fulfill his key mission of helping our clients find their successful future.

 We understand that our clients are the most important part of the firm, and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve financing a child’s college education or planning for retirement, we want to help you make the best decisions with your money. 

Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.