Trey Martin named to AdvisorHub’s 200 Fast Growing Advisors to Watch
July 26, 2023
Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, has been recognized as one of AdvisorHub’s 200 Fast Growing Advisors to Watch. The list, which recognizes financial advisors from national, regional and independent firms, was released online June 20, 2023.
Sage Capital Wealth Management was established in 2015 when Trey Martin and Kristiaan de Roos, Financial Advisor, joined forces to leverage their expertise and insights in addressing the intricate financial needs of their clients. Since then, the wealth management team has expanded, welcoming Samuel J. Galloway, Jr., AIF®, First Vice President, Investments, and Chris J. Bolle, Senior Vice President, Investments, who collectively bring over 80 years of combined experience in serving their clients.
“Trey and the entire Sage Capital team are thrilled and humbled by this recognition,” said Brian Flemmer, Raymond James’ Greenville/Spartanburg Complex Manager. “The Sage team is dedicated to providing personalized and forward-thinking financial solutions to their clients, and this acknowledgment further highlights their client-first approach.”
Sage Capital Wealth Management works closely with high-net-worth clients and families to help assess, prioritize, and meet the financial goals they set for themselves. The client-centric approach places tremendous emphasis on creating holistic roadmaps that often span retirement and estate planning strategies, business succession, education funding and philanthropy markets.
Trey Martin maintains offices at 112 Haywood Rd in Greenville, SC and 349 East Main Street, Suite 201 in Spartanburg, SC. The team can be reached at 864.289.2100 or by visiting The Sage Capital Wealth Management website at mysagewealth.com.
About AdvisorHub 200 Fast Growing Advisors to Watch
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: quality of practice, year-over-year growth, and professionalism and character. The rankings weigh the scores in quality and growth more heavily than other areas. The time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with two or fewer complaints and no significant judgments, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of an individual client’s 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.
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 8,700 financial advisors. Total client assets are $1.22 trillion as of March 31, 2023. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
