Trellanee is a Financial Professional with 20 years of experience in the Financial Services Industry. Her priority is to understand the unique needs of each client, which enables her to create customized strategies to assist them in pursuing personal, financial, and professional goals. Trellanee is committed to establishing life-long relationships by providing personalized attention to each client.
Prior to joining Vystar Investment Services, Trellanee was a Portfolio Manager with SunTrust Bank managing in excess of $100 Million in assets for Institutional Clients, affluent individuals and families, and small business owners. She has also worked with other reputable firms such as AXA Advisors, LLC, Merrill Lynch Wealth Management and Eagle Asset Management where her responsibilities included research, trading, and asset allocation of $1.2 Billion in assets under management.
Trellanee is a native Floridian, from Miami-Dade. She completed her MBA with a concentration in Finance at Barry University. She also attended the University of Florida, where she earned a Bachelor of Science Degree in Business Administration, and a minor in Sociology. Trellanee has earned the FINRA Series 24, Series 7, and Series 66 Securities Registrations held through LPL Financial; and the State of Florida, Georgia, California and Texas Life & Health Insurance and Annuities License. She’s also registered in the Nationwide Mortgage Licensing System & Registry (NMLS).
In her spare time, Trellanee is actively involved with the Orange Bowl Committee and many other Community Organizations and Charity Events.
Serving Gainesville Area, Alachua, Ocala, Villages, Starke, Perry and Steinhatchee Branches