Our Team | Trident Wealth Partners

Lee Cole

Senior Advisor Advocate - Regal Holdings

Industry Experience Since 2004

Sandra Wang MSF

Investment Analyst - Regal Holdings

Jordan Fischer CFP®, AIF®

Portfolio Manager - Regal Holdings

Brad Wallick MSF, CFA®

Portfolio Manager - Regal Holdings

Tyler Hardt CFA®, MBA

Portfolio Manager - Pelican Bay Capital Management

Thomas Kowalkoski

Advisor Advocate - Regal Holdings

Lee Cole

Senior Advisor Advocate - Regal Holdings

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