Trey Tremblay, CFP®

Wealth Advisor

Boston, MA (Broad Street)

Trey Tremblay is a Wealth Advisor at the Colony Group. Trey is responsible for providing wealth planning and investment management services for clients. Through dialogue and relationship management, he tailors each financial plan to match clients’ needs and goals. Trey prides himself on proactive, high-level client service and works to anticipate client needs before they surface.

Trey worked as a financial advisor at Cooper Lapman Financial before the company merged with the Colony Group in 2023. Prior to that, he worked at Morgan Stanley and RBC’s Private Wealth Management groups where he gained exposure and real hands-on experience in the investment advisory business. He completed his BS at Providence College and is a CERTIFIED FINANCIAL PLANNER™.

Trey lives in South Boston and enjoys playing hockey, golf, and spending time with his family and friends.