Trey Dowdy

As Chief Financial & Compliance Officer at Dovetail Financial, I oversee the firm’s financial health and ensure we operate in full compliance as a Registered Investment Advisor (RIA). I’m passionate about building efficient processes and streamlined operations that support our planners and serve our clients well.

What drew me to Dovetail was founder Ross Marino’s leadership and the firm’s philosophy of guiding clients through life’s transitions. I believe helping people navigate change is the foundation of sound decision-making. Ross’ Human-First approach to financial planning is different and focuses on how wealth and life are connected.

My career in finance began at Florida State University, where I earned a B.S. in Finance. I interned with Ross at Raymond James and started my professional journey with T. Rowe Price as an Investment Advisor. I later completed my MBA at the University of North Carolina Wilmington and earned both the Project Management Professional (PMP®) and Investment Advisor Certified Compliance Professional (IACCP®) designations.

Before joining Dovetail, I helped build Advisor2x, a company that has hosted more than 1,000 educational events for financial advisors. I’m committed to lifelong learning and enjoy reading as part of my personal and professional growth.

Outside of work, I enjoy working out, playing pickleball, collecting vinyl, and learning guitar. I find purpose in giving back—mentoring students at UNCW’s Cameron Business School and serving through our local church, including participating in several mission trips.

Fun facts: I’ve visited all 30 Major League Baseball stadiums (despite not liking baseball!), my sister Michelle starred in Hairspray on Broadway, my family roots trace back to County Sligo, Ireland, and while I’m great at keeping secrets, I’m terrible at surprises.