Trinity Wealth Advisors Adds Veteran Advisor Jonathan Stogsdill
News related to:Trinity Wealth Advisors · 2 min read
ST. LOUIS, Nov. 10, 2026 /CourierPR/ -- Trinity Wealth Advisors, a St. Louis-based registered investment advisory firm, has bolstered its advisory team with the addition of Jonathan Stogsdill, CRPC®. Stogsdill, a veteran of Merrill Lynch with over 20 years of experience, joins the firm as a Senior Wealth Advisor, bringing a wealth of knowledge and a commitment to values-driven wealth management.
Stogsdill’s extensive background includes eight years at Merrill Lynch, where he served as a Financial Solutions Advisor and earned the title of Vice President. His role involved working directly with clients to evaluate their financial goals, develop investment strategies, and navigate important financial decisions throughout various life stages. Additionally, Stogsdill was involved in the Employee Financial Services program, helping Bank of America employees with their investment, retirement, and financial planning needs. His leadership roles included training and mentoring new financial advisors.
Earlier in his career, Stogsdill spent more than six years as a Financial Center Manager with Bank of America and over six years as a mortgage loan officer. His experience spans a wide range of financial services, making him a valuable asset to Trinity Wealth Advisors.
Trinity Wealth Advisors, founded in 1997, specializes in personalized wealth management and Life-Wealth Planning. The firm’s approach is centered on understanding what matters most to each client, integrating investment management, retirement planning, tax strategies, estate considerations, and charitable giving within a coordinated framework.
Stogsdill’s personal life reflects his commitment to community and family. He and his wife of 17 years have two children, aged 12 and 7. Outside of work and community service, Stogsdill enjoys genealogy, history, theology, philosophy, and photography. His background and values align well with Trinity’s mission of helping clients thoughtfully consider what their wealth makes possible for their families, communities, and future generations.
Trinity Wealth Advisors continues to build a team of experienced professionals who share its philosophy that meaningful wealth management begins with understanding what matters most to each client. Stogsdill’s addition underscores the firm’s commitment to providing comprehensive, relationship-centered wealth management services.