As Chief Operating Officer, Trevor uses his passion for developing and managing the full life cycle of an idea to the overall operations for the 6 Meridian team. His knack for ensuring optimal performance is what makes Trevor so well suited for this role: He does whatever it takes to provide what the team needs for success. Whether it’s overseeing human resources, technology, operations, or compliance efforts, he helps secure the foundation that allows the advisors to concentrate on what matters most. “My job is to make my colleagues’ work lives easier so they can give their full attention to our clients.” His efforts both at the firm and in the commu
Trevor Phillippi
Partner, Chief Operating Officer
6 Meridian
United States, Kansas, Wichita
About Me
Profile Information
Partner, Chief Operating Officer
6 Meridian
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Wichita
Kansas
United States
Jul 29, 2024
Work Experience
6 Meridian
Partner, Chief Operating Officer Jan 2021 - Present
Email: trevor.phillippi@6meridian.com
More profiles to browse
Steve Bahm
Managing Director, Partner & Wealth Management
BG
Bryan Green
Partner and Founder, Wealth Advisor
AM
Andrew Mies
Chief Investment Officer, Founding Partner
SM
Stephanie Murphy
Assistant Vice President, Client Relationship Manager
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management