We're excited to announce our expansion! Three Bridges Planning welcomes Worth Trainor to lead our new office in Stuart, Florida. Read our press release below.
Stuart, FL — Three Bridges Planning, an independent wealth management firm serving clients throughout Florida, has announced that Worth Trainor has joined the firm and will operate from a newly established office in Stuart, Florida, expanding the firm's presence along the Treasure Coast.
Trainor brings more than three decades of experience in the financial services industry, having begun his career in 1993 after attending FSU. A resident of the Treasure Coast since 1980, Trainor is well known in the community for his long-standing client relationships and experience working with individuals and families, including the management of complex trust arrangements.
Trainor embraced the path of independence through the Kestra Financial network and has partnered with Three Bridges Planning to enhance the breadth and depth of services available to his clients. The firm specializes in comprehensive financial and tax planning and provides coordinated wealth management solutions for professionals, business owners, and families.
As part of this transition, Trainor will soon welcome clients to his new Stuart office and plans to expand local support by adding a client services associate. He will also be supported by the full Three Bridges Planning team based in Melbourne.
Trainor resides in Palm City with his significant other, Monica, and his daughter, Gabrielle. He attends Christ Fellowship Church and enjoys fishing and traveling in his free time.
Founded in 2019, Three Bridges Planning is built on more than 50 years of advisory experience and operates as an independent firm focused on transparent, client-first financial planning.
The firm maintains offices in Melbourne, Stuart, and Bradenton, Florida.
New Office Contact Information: 3601 SE Ocean Blvd Ste 205, Sewall’s Point, FL 34996. Ph: 772-210-1459.