About Trevor

Trevor Gorski is a Client Associate at J.P. Morgan Wealth Management.

Trevor works closely with clients to address a range of financial needs, creating a client experience that is notable for its precision and attention to detail. His areas of focus include client onboarding, account administration, investment operations, and money movement.

Working in concert with Doug Fiek, Trevor strives to anticipate client needs and follow through on those priorities with care and resolve. Clients look to Trevor as a capable resource who makes their financial lives simpler and easier. He enjoys the dynamic nature of his role and the opportunity to constantly learn more about wealth management.

Prior to his current position, Trevor was a Client Associate with First Republic Private Wealth Management. His experience also includes tenures with Merrill Lynch, where he was a Financial Solutions Advisor, and Bank of America, where he was a Relationship Manager. He has been active in wealth management since 2019.

Trevor earned his B.S. in Finance from California State University, Northridge. He holds FINRA Series 66 and 7 securities licenses and has successfully completed the Securities Industry Essentials®(SIE®) Exam.

In his free time, Trevor enjoys playing golf and surfing.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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