Trey Mahoney

Next-Gen + Best-in-State · rank 25 · Palm Beach Gardens, Florida · listed firm: UBS Private Wealth Management

Identity & firm

• Firm — RBC Wealth Management (high)
  • “RBC CAPITAL MARKETS, LLC” — sec_finra_regulatory
  • “Announcing our move to RBC Wealth Management” — firm_official
• Parent company — Royal Bank of Canada (high)
  • “RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada.” — firm_official
• Firm type — wirehouse (high)
  • “RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC” — firm_official
  • “RBC CAPITAL MARKETS, LLC” — sec_finra_regulatory
• Team name — Focus Wealth Management (high)
  • “Contact Focus Wealth Management 561-822-0594 trey.mahoney@rbc.com” — firm_official
• Team size — 7 (high)
  • “Trey Mahoney Managing Director - Financial Advisor, Senior Portfolio Manager 561-822-0594 561-384-8450 Email Peter Foley Managing Director - Financial Advisor, Senior Portfolio Manager 561-822-0595 561-380-8309 Email Jus” — firm_official
  • “RBC Wealth Management-U.S. has added the seven-person Focus Wealth Management team to its Palm Beach Gardens, Florida, office.” — professional_press
• CRD — 6074206 (high)
  • “JAMES HAROLD MAHONEY” — sec_finra_regulatory
• Years experience — 14 (high)
  • “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
  • “Trey earned his undergraduate degree and MBA from Appalachian State University in 2012 and began his career at UBS in Palm Beach Gardens that same year.” — general_press
• Designations — — (medium)
  • “Trey Mahoney Managing Director - Financial Advisor, Senior Portfolio Manager” — firm_official

Book of business

• Team AUM ($M) — 2100 (high)
  • “Team Assets (Custodied)": "$2.1B” — forbes_shook
  • “The team previously worked at UBS, where it oversaw approximately $1.5 billion in client assets.” — professional_press
• Account minimum ($M) — 1 (high)
  • “Minimum Account Size for New Business: $1M” — forbes_shook
• Typical client net worth ($M) — 25 (high)
  • “Typical Net Worth of Relationships": "$20-30M” — forbes_shook
• Client niche — business owners and UHNW families needing exit and multigenerational transfer planning (medium)
  • “The team works with business owners and high-net-worth and ultra-high-net-worth families who seek wealth transfer and exit strategies.” — professional_press
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “We would value the opportunity to learn more about your financial goals and how we can be of service to you.” — firm_official

Positioning & marketing

• Website url — https://us.rbcwealthmanagement.com/focuswealthmanagement/ (high)
  • “Focus Wealth Management - RBC Wealth Management - Home” — firm_official
• Value proposition (verbatim) — Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. (high)
  • “Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future.” — firm_official
• Differentiators — individualized service instilling clarity and confidence, backed by a global firm with a clients-first culture and world-class resources, client attention preserved through the firm transition, supported by RBC's strength, stability and high credit ratings, publishes market and wealth-planning insights for clients (medium)
  • “That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management , a global firm with a clients-first culture and world-class resources.” — firm_official
  • “At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.” — firm_official
• Content marketing — active (high)
  • “The earnings anchor Aug 10, 2026 | Kelly Bogdanova” — firm_official
• Has podcast — no (medium)
  • “Insights Your source for valuable insights” — firm_official
• Books published — 0 (medium)
  • “Trey Mahoney Managing Director - Financial Advisor, Senior Portfolio Manager” — firm_official
• Linkedin url — https://www.linkedin.com/in/trey-mahoney-4485ab4b/ (low)
  • “Trey Mahoney - Financial Advisor, Managing Director” — social_or_third_party_db
• Social presence — linkedin_active (low)
  • “Trey Mahoney - Financial Advisor, Managing Director” — social_or_third_party_db
• Press awards — Financial Planning/On Wall Street Top 40 Under 40 (2019, 2020), UBS Rising Advisors list (two consecutive years), Forbes Best-in-State Wealth Management Teams 2025 (Focus Wealth Management) (medium)
  • “He was recognized as a rising advisor by UBS for the second consecutive year and received recognition from Forbes' Top 250 Next-Gen Advisors list, as well as Financial Planning/On Wall Street's Top 40 Under 40 list in 20” — general_press
  • “35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List” — professional_press

Visual brand

• Has distinct logo — no (high)
  • “<img src="/da-epic-us-theme/themes/da-theme-one-us/_wmos/images/rbc-wm-logo-en.png"” — firm_official
• Logo url — https://us.rbcwealthmanagement.com/da-epic-us-theme/themes/da-theme-one-us/_wmos/images/rbc-wm-logo-en.png (high)
  • “<img src="/da-epic-us-theme/themes/da-theme-one-us/_wmos/images/rbc-wm-logo-en.png"” — firm_official
• Visual brand notes — Stock RBC corporate template: blue/gold RBC shield lockup, clean sans-serif, white ground, single group team photo; no team-specific palette, mark, or imagery direction. (high)
  • “

” — firm_official

← Back to the roster