Trey Laffitte
Financial Planner
850.553.3389
281 Pinewood Drive
Tallahassee, Florida 32303
About me: Personally
I’m a financial professional shaped by the example of my father, who served clients as a financial advisor for 32 years. Born and raised in Tallahassee, I’m grateful to now build my own career in the same community that shaped me.
My wife, Ginny, and I are raising our five children — Nathaniel, Christian, Luke, Ellie, and Margaret — and much of my time outside the office is spent with them outdoors. I also enjoy giving back through coaching youth baseball, serving on my children’s school board of directors as finance chair, and staying actively involved in our local church.
My goal is to bring the same integrity, care, and long‑term perspective to my clients that my father modeled throughout his career.
About Me: Professionally
As a Tallahassee native and Financial Planner, I help individuals and small business owners bring clarity, confidence, and long‑term strategy to their financial lives. After earning my bachelor’s degree from the University of Florida, I began my career in 2008 with The Prudential Insurance Company of America. Since then, I’ve dedicated my practice to guiding clients through the decisions that shape their financial future.
My value lies in translating complex financial concepts into clear, actionable strategies. I hold the CERTIFIED FINANCIAL PLANNER™ designation, along with the Chartered Financial Consultant®, Wealth Management Certified Professional®, and Retirement Income Certified Professional® credentials — advanced training that allows me to design comprehensive plans tailored to each client’s goals.
Clients often describe me as an educator at heart. I believe informed clients make stronger decisions, so I focus on empowering them with the knowledge and perspective they need to move forward with confidence. Whether planning for retirement, managing wealth, or navigating life’s transitions, I work to create a sense of direction and peace of mind.
I maintain Series 6, 7, 63, and 65 registrations, as well as Life, Accident, Health, and Property & Casualty (personal lines) insurance licenses, enabling me to provide a broad range of financial guidance and solutions.
My mission is simple: to make a meaningful difference in my clients’ lives by helping them build, protect, and enjoy the financial future they envision.
