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Robert I. 'Bob' Trevino
Vice President - Wealth Management
112 E. Pecan
Suite 1500
San Antonio, TX 78205
tel: 210-271-6112
toll free: 800-323-0456
fax: 210-271-6194
Email Me
Welcome Services Experience Associations Honors Education
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Services
  • Professional Portfolio Management
  • Fixed Income
  • Municipal Bonds
  • Cash Management
  • Structured Products
  • Certificates of Deposit
  • 401k Rollovers
  • Alternative Investments
  • 529 Plans
Business Experience
  • 1985 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Advisor
    San Antonio, TX
  • 1976 - 1985: Rotan Mosle
    Vice President - Wealth Management
    Financial Advisor
    San Antonio, TX
  • 1974 - 1976: Laredo National Bank
    Trust Investments Head
    Laredo, TX
  • 1968 - 1974: Frost National Bank
    Portfolio Manager
    San Antonio, TX
  • 1964 - 1968: International Bank
    Operations
    Houston, TX
Associations
  • Sonterra Country Club - Member
    San Antonio, TX
  • Oak Hills Church - Member
    San Antonio, TX
  • Fair Oaks Country Club - Member
    San Antonio, Tx
Honors and Recognitions
  • 20 Year Loyal Service Award - Smith Barney
Education and Licensing
  • BBA - Finance & Economics, 1964
    University of Houston
    Houston, TX
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • PC - Put & Call In-House Options
Robert I. 'Bob' Trevino is licensed in the following state(s): AZ, CA, CO, FL, MO, MT, NJ, NY, OK, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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