Financial Advisors

Trevor Mansour is a relationship manager based in San Antonio, TX.

We welcomed Trevor in 2021. As a relationship manager, he supports the firm’s operations in all aspects of wealth management for our clients. Trevor specializes in building financial plans, maintaining client accounts, cashiering, performance reporting, and preparing tax returns.

Trevor joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as an associate wealth advisor. He earned a Bachelor of Business Administration degree in finance from the University of Texas at San Antonio.

When not helping clients, Trevor enjoys spending time with family, watching sports, swimming, playing basketball, and pretty much any outdoor adventure.