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Trevor  Bell

Trevor Bell

Financial Planning Specialist

Trevor Bell, originally from Orlando, Florida, graduated with a bachelor’s degree in business from the University of Central Florida. He holds licenses as both a 2-15 Insurance Agent and a Series 7 Registered Representative, indicating his dedication to providing comprehensive financial services.

Currently, Trevor assumes the role of Financial Planning Specialist at Security Financial Management. In this capacity, he meticulously crafts customized financial plans tailored to each client's unique circumstances and objectives. Additionally, Trevor leverages his expertise to offer Medicare solutions through UnitedHealthcare, ensuring clients have access to a wide range of financial services.

Trevor's commitment to ongoing education and staying abreast of industry developments underscores his dedication to the constant changing world of finance.