Trilogy empowers internal teams with Own and reduces risk, project hours, and development hours
Trilogy’s mission is to provide comprehensive financial planning services to people across America.
Johnny Lambert, the IT Director understood, it’s when, not if you lose data and set about to control the #1 risk factor, human error with a data backup and recover solution.
Today, one client at a time, Trilogy has become a nationwide firm with clients from coast to coast. Our clients have over $2 billion dollars in brokerage and advisory assets served through Trilogy and our staff has grown to over 150 comprehensive advisors. Trilogy continues to recruit and mentor new talent to the industry, a commitment abandoned by many of its competitors. Because of this, our multi-generational staff understands the needs and perspectives of a wide variety of client needs. We utilize progressive ideas and opportunities to help our clients now and into the future.
Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit.
*Retrieved from trilogyfs.com