Trey Wolslager is a seasoned financial advisor, entrepreneur, and restaurateur based in Austin, Texas. With over two decades of experience in the financial services industry and a growing presence in the hospitality sector, Trey’s career reflects a rare blend of financial experience and business leadership.
Trey began his career in financial services at Morgan Keegan in 2001. Early on, he gained foundational experience in investment advising and wealth management, skills that would shape his future in the industry. In 2011, he transitioned to Merrill Lynch, where he expanded his capabilities in portfolio management and financial planning, serving a broad range of clients and refining his client-first philosophy.
In 2021, Trey joined Wells Fargo Advisors as a Senior Vice President in Bee Cave, Texas. At Wells Fargo, he focuses on comprehensive financial strategies, helping individuals and families plan for long-term wealth and financial confidence. His move was part of Wells Fargo’s broader effort to bring talented advisors into strategic markets, and Trey’s personalized approach to advising continues to set him apart.
Parallel to his financial career, Trey has cultivated a footprint in the hospitality industry. He co-owns a restaurant in Northwest Austin and, alongside his brother, launched a bar in Leander, Texas in 2019. These ventures are known for their Texas-inspired menus and inviting atmospheres, highlighting Trey’s commitment to creating exceptional dining experiences.
In 2023, Trey expanded his hospitality portfolio with the acquisition of a majority stake in a fine-dining establishment in Austin with a loyal following. Having been a longtime patron, Trey saw an opportunity to preserve the restaurant’s legacy while positioning it for future growth, including potential expansion. He collaborates closely with his partners to ensure that the restaurant maintains its high standards and beloved character.
Across both industries, Trey Wolslager is recognized for his focus on quality, consistency, and client relationships. Whether advising on financial futures or curating memorable dining experiences, Trey’s leadership is driven by a commitment to excellence and a vision for long-term success.
Trey received his B.B.A and M.B.A in Finance from Texas Tech University in 1999 and is licensed with Series 7 and 66 registration. Trey splits his time between Austin and Dallas enjoying family activities with his kids Kade and Camryn.
