Trey Booth

Trey Booth




  • Chartered Financial Analyst
  • Accredited Investment Fiduciary

Services Offered

Portfolio Strategies

Trey Booth



Trey Booth is a member of the Portfolio Strategy Team working with President and CEO Greg Powell, CIMA®, Bobby Norman, CFP®,AIF®, and Adam Vansant, AIF®, BFA™ on developing strategies and portfolio positions designed to grow your wealth. With over ten years in the industry, Trey has always been passionate about investing and researching the ever changing landscape of the capital markets.


Trey Booth received his undergraduate degree in finance from The University of Alabama and is also a holder of the right to use the CFA® designation (Chartered Financial Analyst ®) and the AIF® (Accredited Investment Fiduciary®). The CFA® designation is globally recognized and attests to the charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. The AIF® represents a thorough knowledge of and ability to apply the fiduciary Practices.


Both Trey and his wife, Bess, are Birmingham natives. They both enjoy travel and sports, especially when family and friends are involved. The couple has even taken an RV to a pair of Alabama road games.

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