Trilogy Welcomes Morgan Stanley Wealth Advisor Stephen P. Whitman to San Diego Team
Trilogy Capital has announced that Stephen P. “Steve” Whitman has joined the firm as Senior Vice President of Wealth Management. Based in Trilogy’s San Diego office, Whitman brings more than four decades of industry experience and previously managed approximately $225 million in client assets.
Whitman has advised affluent families around the world, helping them address the opportunities and challenges associated with significant wealth. His approach centers on developing comprehensive, multigenerational financial strategies tailored to each client’s circumstances, priorities and long-term goals.
“Steve is exactly the kind of distinguished advisor we want at Trilogy,” said Jason Inglis, Trilogy’s Chief Development Officer. “His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy.”
By joining Trilogy, Whitman will gain access to the firm’s broader capabilities, including investment management, advanced wealth planning and tax preparation. He will also be able to collaborate with an established team of advisors and support professionals.
“Trilogy provides the depth of resources and a team of experienced advisors to partner with,” Whitman said. “Clients will have access to Trilogy’s broader resources, including investment management, comprehensive advanced wealth planning and tax preparation. This move is a real positive for myself and my clients.”
Expanding Trilogy’s San Diego Practice
In San Diego, Whitman will work alongside Windus Fernandez Brinkkord, AIF®, CEPA, Senior Vice President of Wealth Management. Brinkkord has been with Trilogy since 2003 and specializes in helping business owners prepare and implement exit strategies.
The local team also includes Gary Sussman, CFP®, Vice President of Wealth Management, as well as dedicated client support professionals. Trilogy expects Whitman’s experience and focus on long-term family planning to complement the team’s collaborative approach.
“Steve’s wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy’s approach,” Brinkkord said. “We’re excited to partner with him and to offer clients an expanded, collaborative experience.”
About Trilogy
Founded in 1999 and headquartered in Irvine, California, Trilogy is a full-service financial planning and wealth advisory firm. It provides centralized support across operations, compliance, technology, investments, wealth planning, tax preparation and marketing, allowing advisors to devote more attention to client relationships.
The company was established to help financial professionals strengthen their advisory practices while supporting individuals and families in pursuing financial independence. Its model emphasizes advisor development, strategic partnerships, teamwork and a client-first culture.
Trilogy has also developed multigenerational advisor teams intended to provide continuity and trusted guidance to clients and their families over time. In 2016, the company founded Trilogy Capital, an SEC-registered investment adviser that remains a central part of its growth strategy.
In 2023, Trilogy launched the MACK Service Center in honor of late co-founder Kevin Mackintosh. The center provides centralized service and operational support while reinforcing the firm’s approach to client care.
Today, Trilogy reports more than $6 billion in advisory and brokerage assets, maintains 11 regional offices and supports financial advisors serving clients nationwide.
