Steven P. Hennessy, Founder & President of Trinity Financial Services of South Florida
Steven P. Hennessy is the Founder and President of Trinity Financial Services of South Florida, an independent financial advisory firm dedicated to helping individuals and families achieve financial confidence and long-term security. Based in Miami, Florida, Steve has spent more than 40 years guiding clients through the complexities of retirement, income, and tax-efficient planning. His mission is simple: to help people protect their assets, invest wisely, and retire without fear of running out of money.
Since beginning his career in 1981, Steve has built his business on integrity, education, and results. His extensive background includes partnerships with respected financial institutions such as New England Life, Mutual of New York, Transamerica, and John Hancock. Over the decades, he has refined a process that combines retirement income planning, life insurance, annuities, disability income protection, and long-term care strategies to create customized, comprehensive financial solutions for every client he serves.
At Trinity Financial Services of South Florida, Steve believes financial planning isn’t just about numbers—it’s about people. Every client has unique goals, dreams, and challenges, and Steve takes pride in listening first, educating throughout the process, and building strategies that bring peace of mind. His clients appreciate his ability to simplify complex topics and present clear, actionable solutions that help them make informed decisions about their financial future.
A Lifetime of Service and Expertise
Before his successful career in financial services, Steve graduated from the University of Florida in 1969 with a degree in Business Management and Finance. He went on to serve his country as a U.S. Army Signal Officer during the Vietnam era, eventually retiring as a Lieutenant Colonel in the Army Reserves—a testament to his leadership, discipline, and lifelong commitment to serving others.
In 1985, Steve furthered his education by earning his MBA from Florida International University, deepening his expertise in business and finance. His academic foundation, combined with decades of hands-on experience, has positioned him as one of South Florida’s most trusted independent financial advisors.
A Commitment to Education and Community
Beyond his advisory work, Steve is passionate about educating retirees and pre-retirees. He regularly conducts Social Security and retirement income workshops for employer groups, associations, and professional organizations throughout South Florida. These educational sessions help Baby Boomers and retirees make smarter claiming decisions, maximize Social Security benefits, and understand how to coordinate multiple sources of retirement income.
Through his community involvement and educational approach, Steve has helped thousands of individuals gain the confidence to make informed financial choices and plan effectively for the future.
Retirement Planning with Confidence
At the core of Steve’s philosophy is the belief that a successful retirement begins with a sound plan—one that accounts for income stability, market volatility, healthcare costs, and taxes. Through Trinity Financial Services of South Florida, Steve helps clients:
- Develop guaranteed income strategies using annuities and other tools.
- Protect assets through life and long-term care insurance.
- Minimize taxes during retirement and preserve wealth for future generations.
- Build confidence in every stage of their financial journey.
By blending traditional values with modern financial strategies, Steve empowers his clients to retire comfortably—with clarity, confidence, and control.
Personal Life and Values
A longtime resident of Palmetto Bay, Florida, Steve has been happily married to his wife, Donna, for more than 37 years. Together, they have a daughter, Laurelle, and an energetic grandson who keeps life joyful and full of purpose. Outside of his professional life, Steve enjoys spending quality time with family, giving back to his community, and enjoying the beautiful South Florida lifestyle.
For Steven P. Hennessy, financial advising is more than a profession—it’s a lifelong commitment to helping others live securely and confidently. Through Trinity Financial Services of South Florida, he continues to make a meaningful difference in the lives of those he serves, ensuring that every client has the tools, knowledge, and guidance to enjoy the retirement they’ve worked hard to earn.
🔷 Resident License: Florida 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Life insurance, Indexed Annuities, Retirement Income Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
