Trey Dorman joined the OneSouth Financial Group as an Associate General Agent (AGA) in January of 2020. He has been in the insurance and financial industry since 2002. As a financial advisor, he focuses on retirement income solutions and generational wealth transfer for his clients. As an AGA, his focus is on building a team and helping our advisors grow their practices.
Trey is a Troy graduate with an undergraduate’s degree in Mathematics and Computer Sciences and a graduate’s degree in Risk Management and Insurance. He currently holds the FINRA 6, 7, 63 & 65 securities licenses and the Life and Health Insurance licenses. Trey is on the Board of Directors for Veteran Disaster Relief Team Inc, a non-profit organization that deploys veterans to aid in relief for citizens in need. He and his wife Lori are also co-founders of #HIGHFIVEAHERO, a veteran appreciation organization.