Trevor W. Sharp, CIMA®
Managing Director | Client Advisor | Seattle, WA
tsharp@freestonecapital.com
Phone
206.707.7376
206.707.7300
Fax
206.707.7399
Trevor 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 2025.
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). This award was issued on 2/1/2025 for the time period covering 5/15/2024 through 11/29/2024. Responses provided to a self-completed questionnaire were used for rating purposes and this award is issued based on an evaluation of 10 objective criteria. Awards and rankings are based on historical information. Awards are not intended to be representative of any wealth manager’s current or future performance, past performance is not indicative of future results. Freestone did not pay a fee to be considered for any award and is not related to or affiliated with FSP, although FSP requires a payment of a fee for use of the awards in marketing materials. For additional information about this award, please visit: https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf.