Trevor D. Harkness, CFP®, ChFC®, CRPC®
Trevor Harkness, CFP®, ChFC®, CRPC®
CERTIFIED FINANCIAL PLANNER PRACTITIONER™
Phone (904) 280-2028 ext. 240
Fax (904) 280-9236
With 18 years of professional experience, Trevor looks to helping his clients plan for their futures–and their families’ futures–as an honor, and responsibility which requires diligence. That means taking the time to understand his clients’ individual situations and goals thoroughly. Taking the necessary time to truly understand the client’s situation allows him to provide the most appropriate financial advice, which, in turn, builds the trust that is the foundation of every good relationship. Trevor joined Montoya & Associates in 2004 and became a Partner/Principal in 2016. As a CERTIFIED FINANCIAL PLANNER PRACTITIONER™ he believes staying current on industry, regulatory and tax law changes is part of a constant commitment to deliver on the duty he owes to his clients. A graduate of Florida State University, Trevor is a member of the Financial Planning Association and the Financial Services Institute. Trevor is an active member of Hodges Blvd. Presbyterian Church and in his free time, he enjoys spending time with his family, coaching, and jogging.