Merrill veteran, Jonathan Stogsdill, CRPC®, joins St. Louis-based firm, Trinity Wealth Advisors as Senior Financial Advisor, bringing more than 20 years of financial services experience and a shared commitment to values-driven wealth management.
ST. LOUIS, Nov. 10, 2026 /PRNewswire-PRWeb/ -- Trinity Wealth Advisors, a St. Louis-based registered investment advisory firm specializing in personalized wealth management and Life-Wealth Planning, is pleased to announce the addition of Jonathan Stogsdill, CRPC® as Senior Wealth Advisor. With more than two decades of experience in financial services, Stogsdill brings an extensive professional background and a commitment to helping individuals and families align their financial decisions with their values and long-term aspirations.
Stogsdill joined Trinity following more than eight years with Merrill, where he served as a Financial Solutions Advisor and earned the title of Vice President. In his advisory role, he worked directly with clients to evaluate their financial goals, develop investment strategies, plan for retirement, and navigate important financial decisions throughout different stages of life. In addition to his primary client advisory responsibilities, Stogsdill helped Bank of America employees address their investment, retirement, and financial planning needs through the company's Employee Financial Services program. He also held leadership responsibilities, including training and mentoring new financial advisors. Earlier in his career, Stogsdill spent more than six years as a Financial Center Manager with Bank of America and more than six years as a mortgage loan officer.
For Trinity Wealth Advisors, Stogsdill's addition reflects the firm's commitment to building a team of experienced professionals who share its philosophy that meaningful wealth management begins with understanding what matters most to each client.
"Jon brings something we value tremendously at Trinity: a genuine heart for serving people, supported by years of practical financial experience," said Jim Matush, CEO and Founding Partner of Trinity Wealth Advisors. "We have always believed that wealth is more than what someone accumulates. It is a resource to be stewarded thoughtfully in service of family, faith, and the things that give life meaning. Jon understands that distinction. His experience, collaborative mindset, and personal convictions make him a natural fit for our team."
Founded in 1997, Trinity Wealth Advisors approaches wealth management through its distinctive Life-Wealth Planning philosophy, which places clients' personal priorities, beliefs, and aspirations at the center of the financial planning process. The firm emphasizes collaboration among financial advisors and other professional specialists, helping clients consider investment management, retirement planning, tax strategies, estate considerations, and charitable giving within a coordinated framework.
That comprehensive, relationship-centered philosophy was a key factor in Stogsdill's decision to join the firm.
"What drew me to Trinity was the opportunity to be part of a team that sees financial planning as something much more personal than managing investments," said Stogsdill. "I believe we are called to walk alongside individuals and families, understand what is truly important to them, and help them steward their resources with clarity and purpose. Trinity's commitment to collaboration, thoughtful guidance, and values-driven planning closely reflects how I believe clients deserve to be served."
Beyond his professional experience, Stogsdill brings a longstanding commitment to faith, family, and community involvement. He serves as an elder at his church and has volunteered with numerous St. Louis-area organizations, including the Jason Motte Foundation, Friends of Kids with Cancer, Junior Achievement of Greater St. Louis, Mission: St. Louis, and Connections to Success.
Stogsdill and his wife of 17 years have two children, ages 12 and 7. Outside of work and community service, he enjoys genealogy, history, theology, philosophy, and photography.
"At Trinity, our goal has never been simply to help clients build wealth," added Matush. "It is to help them thoughtfully consider what that wealth makes possible for their families, their communities, and future generations. As we welcome Jon, we look forward to the perspective and dedication he brings to that mission."
About Trinity Wealth Advisors
Founded in 1997 by Jim Matush, Trinity Wealth Advisors is a St. Louis-based registered investment advisory firm dedicated to helping individuals and families align their wealth with their values, goals, and greater life purpose. Grounded in Judeo-Christian principles of stewardship, integrity, and service, Trinity takes a collaborative, team-based approach to wealth management that integrates investment consulting, advanced planning, and ongoing relationship management. Through its Life-Wealth Planning philosophy, the firm helps clients navigate financial complexity while thoughtfully considering the people, priorities, and causes that matter most to them.
For more information, visit www.trinitywealth.com.
Media Contact
Carol Campey, Trinity Wealth Advisors, 1 314-966-0033 101, [email protected], https://trinitywealth.com/
SOURCE Trinity Wealth Advisors
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