Apex Securities & Asset Management, LLC

CONNECT

Address:

8660 Brentwood Boulevard, Suite G
Brentwood, CA 94513

Phone:

(925) 516-APEX

Fax/Other:

(925) 516-2775

Treva BlackTreva Black, Senior Financial Advisor

p. (925) 516-2732

f. (925) 516-2775

e. treva.black@wfafinet.com

 

 

 

 

 

 

 

Since 1987 I have served as an Investment Advisor to my clients—a decade at Morgan Stanley and prior to that at Bank of America. I am dedicated to helping my clients achieve their financial goals by understanding their needs, providing tailored investment advise, and a level of service that exceeds their expectations. I earned my B.S. in Business Administration and Marketing at CSU Stanislaus. I hold all security registrations and insurance licenses to offer my clients a full range of services.

My husband, Gary and I have lived in, and actively serve the Brentwood community for over 25 years. I proudly serve as Coordinator, for Women's Ministries of Mariner's Discovery Church, and I'm an active member and Past President of Soroptimist International of the Delta.

 

 

 


Meet the Team

David Roche Sharlet Briggs Patricia Castro
David Roche Sharlet Briggs Patricia Castro
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals