FORT COLLINS — Michael Trinen, a veteran financial adviser in Fort Collins, has helped launch a new office for Raymond James & Associates.
Trinen joins Raymond James from RBC Wealth Management, where he managed approximately $182 million and had more than $1.3 million in production. He has worked in the financial industry for more than 35 years, including at John Hancock, A.G. Edwards & Sons and Dain Rauscher.
Prior to joining Raymond James, he served as a branch director at RBC and was named to their President’s Council for 20 years. He received his bachelor’s degree in finance from Colorado State University, and in 2003 earned the Certified Financial Planner certification.
Joining Trinen in the office is Christina Abbey, senior registered client service associate.
“As we did our due diligence, we evaluated several firms,” Trinen said in a prepared statement. “We kept coming back to Raymond James, as the firm’s culture stood out among the rest. The support they provide to advisors, in particular the sophisticated technology offerings, make it much easier for me to do business.”
Trinen will serve as financial adviser and branch manager of the newly established Fort Collins branch, focusing on a diverse clientele, including small-business owners and other high-net-worth individuals. The new office is located at 242 Linden St. in downtown Fort Collins, but Trinen told BizWest that he expects to move to a larger, 3,500-square-foot location on East Harmony Road by Oct. 1. He’s also looking to add additional team members.
“Fort Collins is an attractive business model for us,” Trinen said, adding that he has a three-year business plan. “I’m hoping that we have five to six advisers and probably five support staff — so 10 to 12 — over the next two to three years.”
Fort Collins has other Raymond James affiliates, but, while those are independent brokers who clear through Raymond James, Trinen said his office is a flagship location, with his team being employees of Raymond James. The Fort Collins and other regional Raymond James offices are managed by complex manager Dennis Kaboth.