Troy Baily

Owner and Wealth Manager in Omaha, Nebraska

Troy Baily

Owner and Wealth Manager in Omaha, Nebraska

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After working in the financial services industry for over 20 years, Troy Baily has gained a long list of loyal clients who value his advice and guidance as their financial advisor. He began CBL Wealth Advisors to help individuals in meeting their eventual financial goals regarding retirement. Currently, Troy has cofounded Premium Plus Advisors where he specializes in working with those looking to create legacies for the future. After witnessing the destruction that estate taxes or sudden tragedies can bring to one’s retirement plans, Troy decided to take matters into his own hands and dedicate himself to preventative planning techniques. He now has a proven track record of helping individuals gain a hold of their present situation in order to secure a better future.

In addition to helping a number of clients, Troy has also ensured that CBL Wealth Advisors stays active in philanthropy. Always a supporter of charities, Troy finds value in giving back to the community. Nothing makes him happier than knowing that he made an effective impact in his community. For most of his adult life, Troy has been involved in local organizations and his church, giving an ample amount of his time and money for a number of great causes. He finds great fulfillment in this area of his life and always recommends that people do what they can to support in any way they can.

CBL Wealth Advisors has a strong track record of working in philanthropy, and providing basic financial services to individuals in need. By Mr. Baily's estimation philanthropy can be provided and shared at any scale at any time. At a company wide level Troy makes sure CBL dedicates both donations and employee time toward philanthropic endeavors. Troy also believes there are practical ways to be charitable by providing free services. On their website you can even find basic information regarding common financial interactions via their blog. Troy Baily's favorite feature of the site are its many calculators that can help you effectively and efficiently decide your financial future.

Troy and his wife Marti began working tirelessly long ago to grow their company’s clientele and positioning themselves as great resources in the industry. Troy finds great value in treating others as he would like to be treated, and he has made this into a foundation of his business. Visit TroyBaily.com to hear more about his life and career and go to Troy Baily's Ideamensch to read a personal interview with him!