Trevor W Sharp Email Address

Wealth Advisor

Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Seattle, Washington, Oregon and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.

Providing a collaborative approach to wealth preservation and growth, Trevor finds effective solutions for high-net-worth individuals and families. His 12-year contribution to Oppenheimer & Co. Inc. supported a select group of professional advisory and accounting firms, helping them build a successful wealth management business. To compliment his extensive market experience, Trevor’s unique upbringing in South America influences his global investment perspective today. Education Trevor earned a B.A. in Business Administration (Finance) from Seattle Pacific University. He holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at University of Pennsylvania. Outside Freestone Loyal to his background overseas, Trevor returns the investment by equipping entrepreneurs in developing countries. Serving on the board of Agora Enterprises, Trevor collaborates on the mission to enhance the prosperity of under-developed areas by establishing businesses and inspiring the community with much-needed jobs. As an artist, he loves interpreting and putting to canvas his travels with his wife and three children. I am licensed in the following states: AZ, CA, DE, HI, ID, IL, MI, MN, MT, NV, NJ, NY, ND, OH, OR, SD, TX, UT, WA, WI. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.