Trevor Brody

For over 20+ years, Trevor Brody has been more than just a Wealth Advisor; he has been a valued companion for many on the path towards retirement. His journey began in a boutique wealth management firm in Deerfield, IL, where he learned the art of personalized financial planning. This instilled the core values that guide him today: building lasting relationships, understanding a client’s unique story, and crafting a retirement roadmap as individual as one is.

Trevor’s expertise goes beyond experience and is fueled by a combination of education (Business & Computer Information Systems from Western Michigan University) and real-world insights. Trevor holds the Series 6, 63 & 65 Securities Licenses* and is insurance licensed in multiple states. He uses this blend to create a data-driven foundation for financial plans, but he knows numbers alone can’t tell the whole story.

Trevor has curated a network of qualified experts – from healthcare specialists navigating Medicare options to estate planners safeguarding the client’s legacy. He will discuss your travel dreams, second home aspirations, or volunteer passions, ensuring the financial plan isn’t just about numbers, but about living life to the fullest. Trevor believes in empowering his clients with financial literacy and clear communication, breaking down complex concepts into actionable steps they can understand and feel confident about. He will help his clients build a future based on mutual respect and open dialogue, ensuring their retirement visions become a beautiful reality.

Areas of Specialty: 

• Retirement Planning: Navigating 401(k) distributions and other retirement income options.

• Portfolio Structure & Management: Aligning your investments with your risk tolerance and goals.

• Life Insurance Planning: Safeguarding your loved ones with comprehensive life insurance, including Long-Term Care considerations.

• Education Funding & Best Practices: Helping you work towards achieving your children’s educational dreams.

Beyond navigating financial landscapes, he capture life’s fleeting moments through the lens, preserving precious memories for families. Their smiles feed his artistic side, just as the laughter shared with his wife and two daughters fills his heart. But his commitment extends beyond personal pursuits. Leading the annual Celebrity Golf & Games outing for Helping Hands Network, he witnesses the tangible impact the collective efforts have, reminding him that true satisfaction lies in serving both communities and families.

*Series 6 and 63 securities registrations held through LPL Financial. Series 65 held through Global Retirement Partners, LLC.