Trey Martin, AIF®, WMS, Managing Director and Senior Vice President, Investments, with Sage Capital Wealth Management of Raymond James, was among the Raymond James-affiliated advisors named to the AdvisorHub Fastest Growing Advisors to Watch.
“Milestones like this serve to reinforce Trey’s belief in putting clients first,” said Brian Flemmer, Complex Manager of Raymond James’ Greenville Complex. “Such an achievement would not be possible without the trust and support of both his clients and his team.”
Martin, who joined Raymond James in 2008, has more than 28 years of experience in the financial services industry. He is responsible for institutional consulting and wealth management, working with both the public and private markets. Martin can be reached at 864.580.5222 or online at MySageWealth.com. He maintains offices at 349 East Main Street, Suite 201 in Spartanburg as well as at 112 Haywood Rd in Greenville.
The 2022 AdvisorHub 100 Fastest Growing Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth and Professionalism and Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than three complaints and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received, 200 advisors received the award. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
The list, which recognizes top advisors across the country, was released online September 22, 2022.
About Raymond James
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.13 trillion as of 6/30/22. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2022 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.