John Trent, CFP®

Wealth Manager

John strives to help clients achieve success in all aspects of their financial life, including Retirement Planning, Investment Management, Estate Planning and more.

Prior to being a Wealth Manager, John was the head of Financial Planning and Portfolio Implementation for the Woodlands office. Since joining United Capital in 2016 he has held a variety of roles, from marketing to operations to client onboarding, and this invaluable experience gives him a holistic view of the client journey.

John is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor of Business Administration in Economics and International Business from Texas State University.

Outside of the office John enjoys cooking, reading, and spending time with his wife Megan and their two boys.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

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