Press Release · Trilogy Financial
Trilogy Welcomes Morgan Stanley Wealth Advisor Stephen P. Whitman to San Diego Team
Distributed by Smart Finance Review · Originally issued via PR Newswire
Accomplished SVP, Wealth Advisor managing $225 million in client assets joins Trilogy Capital, bringing multi-generational planning expertise to Trilogy's growing San Diego practice.
IRVINE, Calif., Nov. 9, 2026 — Trilogy Capital, Inc. (Trilogy), a nationally recognized advisor-founded, -owned and -led wealth management firm with operations in California, Colorado, Arizona and Massachusetts, announced that Steve Whitman has joined the firm as Senior Vice President of Wealth Management. Whitman, who managed approximately $225 million in client assets, will be based in Trilogy's San Diego office.
"Steve is exactly the kind of distinguished advisor we want at Trilogy," said Jason Inglis, Chief Development Officer, Trilogy. "His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy."
With more than 40 years as a wealth advisor, Whitman has worked with affluent families across the world and has seen firsthand how significant wealth creates both exceptional opportunities and complex challenges. He is dedicated to creating and implementing comprehensive, multi-generational financial strategies based on each client's unique circumstances.
"Trilogy provides the depth of resources and a team of experienced advisors to partner with," said Whitman. "Clients will have access to Trilogy's broader resources, including investment management, comprehensive advanced wealth planning and tax preparation. This move is a real positive for myself and my clients."
In San Diego, Whitman will work alongside Windus Fernandez Brinkkord AIF®, CEPA, Senior Vice President of Wealth Management, who has been with Trilogy since 2003 and specializes in exit strategies for business owners, Gary Sussman, CFP®, Vice President of Wealth Management and the team's dedicated client support professionals.
"Steve's wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy's approach," said Brinkkord. "We're excited to partner with him and to offer clients an expanded, collaborative experience."
Trilogy was founded with the dual goals of helping financial advisors be better advisors for their clients and helping everyday Americans gain financial independence. Trilogy's vision is to create synergies and foster growth through advisor development and strategic partnerships designed to build successful teams that drive enterprise value.
Media Contact:
Haven Tower Group, LLC
Brandon Blackwell
424-317-4868
[email protected]
SOURCE Trilogy Financial
About Trilogy
Founded in 1999 and headquartered in Irvine, California, Trilogy is a full-service Financial Planning and Wealth Advisory Firm with centralized support across operations, compliance, technology, investments, wealth planning, tax-preparation, and marketing. We enable financial advisors to focus on clients and help everyday Americans achieve financial independence.
We work as one team, supporting each other through a collaborative, client-first mindset. Trilogy has built multi-generational advisor teams to better support clients and provide a trusted team for generations.
In 2016, Trilogy founded Trilogy Capital, an SEC-registered RIA, which remains a primary focus and source of growth for the company. In 2023, Trilogy launched the MACK Service Center, named in honor of late co-founder Kevin Mackintosh, to provide centralized service and support, as well as a unique approach to client service.
Today, Trilogy has more than $6 billion in advisory and brokerage assets with 11 regional offices and financial advisors active nationwide. Learn more at www.trilogyfs.com.