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Trey Holman

Trey
Holman

Dason Global Wealth Management

CRD#5531570
Investment Advisor
in Chandler, AZ

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About this Advisor

Since 2008, Trey Holman has been an investment advisor at Dason Global Wealth Management, a Chandler, Arizona-based firm founded by his father, Rob Holman. The father-son team works with individuals and families to help develop plans for a financially secure retirement. Holman says his firm helps clients determine and set realistic expectations and keeps them on track with their retirement saving and income plans. He says the most common mistake he sees investors make is failing to plan. Holman believes that managing risk is all about setting appropriate expectations based on an investor’s goals and risk tolerance.

Holman holds a Series 65 license, and he earned a bachelor’s degree in finance from the University of Phoenix. He specializes in serving high-net-worth individuals, families, small business owners and retirees. He does not require his clients to have a certain amount of investable assets to engage his services. Holman works with clients in a range of Arizona cities, including Ahwatukee, Chandler, Gilbert, Maricopa, Phoenix, Queen Creek, San Tan Valley, Scottsdale and Tempe. Holman holds face-to-face meetings with clients twice a year, and he also reaches out with market updates, news and commentary and educational events.

In addition to retirement planning services, Holman is also a registered representative of a broker-dealer and he holds life and health insurance licenses in Arizona. He charges his clients a fee of 1% of their assets under management and he may also charge additional management fees or insurance-related expenses.

Holman currently lives with his wife and children in Gilbert, Arizona.

Certifications and Registrations

Series 65

Years of Experience

10

Services Offered

Retirement Planning

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

0

Office Location

3115 S. Price Road
Chandler, AZ

Phone Number

(480) 874-8590

Advisor Certifications and Licenses

Series 65

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Investment Advisory Services

  • Retirement Planning

Trey Holman Work History

Trey has 10 years of experience.

2017 - Present (1 year)

SmartVestor Pro

2015 - 2016 (1 year)

Global Financial Advisers

2013 - 2015 (2 years)

MassMutual Financial Group

2008 - 2013 (5 years)

Edward Jones

Disclosures

Trey has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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