Trevor W. Sharp, CIMA®
Managing Director Client Advisor Seattle, WA
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206.707.7399Trevor is a dedicated advisor with over two decades of experience guiding individuals and families through financial markets. Influenced by his upbringing in South America, he brings a unique global perspective to personal finance. He approaches each client interaction with genuine care, creativity, and a relentless commitment to their success.
Education
Trevor earned a B.A. in Business Administration (Finance) from Seattle Pacific University. He holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at University of Pennsylvania.
Outside Freestone
Trevor lives in Edmonds, Washington with his wife Lindsey and their three children. When not at the office, he can be found cheering his kids on from the sideline, boating on the Puget Sound, or traveling with friends and family.
Recognition
Trevor has been recognized by Five Star Professional as a Five Star Wealth Manager from 2024 to 2026.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®”, “CPWA®,” “Certified Investment Management Analyst®,” and “Certified Private Wealth Advisor®.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification. For additional information regarding CPWA requirements, visit http://www.imca.org/cima or https://www.freestonecapital.com/important-disclosures.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). The Five Star Wealth Manager awards were received annually for the years 2024–2026, based on annual data as of May 15 through November 30 for the years 2023–2025. Freestone did not pay a fee to be considered for any award or ranking, although some publications may require payment of a fee for use of the awards in marketing materials.