Professional Designations and Registrations:
FINRA Series 7 & 66
Life, Accident, and Health Producers’ Licenses
Bachelor of Science in Business Administration, magna cum laude
Trevor joined Pioneer Financial Group in 2019 as an intern and has now become a Financial Advisor in our Windsor, CT office. In Windsor, Trevor works closely with a team of financial advisors to tailor financial strategies to their clients. While attending Bryant University, Trevor was awarded the Financial Planning Graduation Award. He also minored in Economics and Entrepreneurship.
Since Trevor was young, he has had two strong passions, sports and helping others. Growing up he aspired to become a professional athlete and continued that dream playing Division 1 soccer at Bryant. It wasn’t until his internship for Pioneer that he realized he had a different calling than sports, promoting financial literacy. During his internship and his time working as an Associate, Trevor spent time furthering his knowledge of financial services/strategies.
Trevor believes in the power of a carefully thought-out financial strategy, as it is his mission to work hands on with every client to provide ongoing education while building them a sound financial strategy that fits their needs. Coming from a family which was not familiar with developing a financial strategy; he believes not only in the importance of everyone having a financial strategy, but also that they understand the strategy and all its components.
In his free time Trevor coaches Varsity Boys’ Soccer at his alma mater Suffield Academy and enjoys golf and competitive softball. He is a diehard New England sports fan and enjoys going to games.
State Registrations and Licenses:
FINRA Registrations: CT & MA
Producer Licenses: CT & MA
Trevor Lyne was awarded the Financial Planning Graduation Award by Bryant University in 2020. The award was given based on the individual's academic performance and internship from 2016-2020. This award is not reflective of the individual's professional experience. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.