John M. Trotter, AIF®

John M. Trotter, AIF®

Private Wealth Manager

4008 Sioux Dr.
McKinney, TX 76071

Phone: 972-890-7163
E-mail:
 

John Trotter is an independent Private Wealth Manager located in McKinney, TX with Upstream Investment Partners, LLC.  The Company is a privately owned nationwide organization formed to allow financial advisors deliver advice in the best interest of their clients.

John provides advice and coaching to his clients in all aspects of their financial lives from planning for retirement to preparing for the unexpected. John takes an analytical and strategic approach to planning and problem solving ultimately geared to help his clients meet their financial goals.  

John is a native Texan and lives with his wife, Georgie, and Son, Blade, in McKinney, TX. They have two dogs, Roxie and Snap, and he enjoys cycling, running and volunteering his free time to further the sport of cycling.

John is a graduate of the University of North Texas where he earned his Bachelor of Business Administration with emphases on Financial Planning. He actively mentors students interested in a career in Financial Planning.  

 “Even professional athletes need a coach, don’t underestimate the value of advice.” - John Trotter