Trellia hires expert to support financial advisers

Trellia Wealth Partners has named Belinda Barclay to oversee adviser engagement, marking a push to enhance services for financial advisers and their firms.

Her responsibilities will include guiding new practices through onboarding and transition processes.

Additionally, Barclay will assist advisory firms in scaling operations, integrating advanced technology and AI tools, and identifying expansion opportunities—while also improving governance frameworks and preparing them for managed account programs.

This development follows the company’s milestone of exceeding $14 billion in assets under administration.

The firm specializes in managed account services and operational support for financial advisers, delivering index-based, actively managed, and customized portfolio strategies, as well as tools for practice management, technology adoption, and client engagement.

Barclay joins with over 20 years of expertise in financial advice, practice operations, governance, and business development.

Previously, she served as general manager of advice and governance at Oreana Partnerships, where she led a team assisting more than 100 advisers across 40 firms.

Cameron Spittle, managing partner at Trellia Wealth Partners, highlighted how Barclay’s background will bolster the firm’s ability to assist advisory practices.

Barclay noted that advisers must juggle client priorities with business growth challenges.

The firm’s managed account services and advisory support aim to empower financial planners, and Barclay’s appointment reinforces this commitment.

With her industry knowledge, she will be instrumental in helping Trellia Wealth Partners meet its strategic targets and broaden its service offerings.

The company remains focused on delivering top-tier resources to financial advisers, and Barclay’s role represents a critical advancement in this effort.

As the firm continues to achieve key benchmarks, including surpassing $14 billion in assets under management, her expertise will be essential in further strengthening support for advisory practices.