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Trae Monroe

Trae Monroe

Trae is a Financial Advisor at Advanced Financial Services. He works with AFS clients who choose to invest in stocks, bonds, mutual funds and other variable products. He is an Investment Advisor Representative, a securities broker and a licensed Insurance Agent, and he’s spoken at several financial services industry events. An AFS team member since 1998, Trae holds a degree from Carleton College in Minnesota and worked in the media prior to joining AFS. He also coordinates most correspondence with clients and prospective clients.

“The stock market has dropped in half two different times since I’ve joined AFS, but we’ve been able to help keep our clients happily retired.”

A Jasper resident since 1981, Trae and his wife have four sons. He enjoys coaching, playing and watching virtually all sports.