Trevor Schrier joined Lido in 2023. He brings his passion for finance to his current role where he works with clients and advisors to analyze data and produce reports, along with strengthening relationships and helping ensure the clients are meeting their goals. Prior to Lido, he worked at Empower as an Advisory and Planning Consultant, where he managed investments and developed financial plans for Empower’s High-Net Worth clients. Based out of Boca, he currently holds his Series 66. Outside of work he enjoys exploring Florida’s beaches, spending time with his dog Coco and starting his day early in the gym to focus on fitness.