Travis is a Private Advisor and Managing Director at Rockefeller Global Family Office.
Travis entered the financial services industry in 1996 and specializes in portfolio management and investment strategies. In addition to the PMP certification awarded to a select few advisors who have undergone rigorous testing and achieved certain business milestones, Travis holds Series 7, 63, 65 securities and Georgia Insurance licenses, and has special training in the area of Long Term Care. He began his career at Robert Thomas Securities and managed portfolios at Smith Barney until he joined Merrill Lynch in 2006 as a Senior VP of Investments. Because of the success of his business model and high client retention there, he was asked to serve as a mentor to new advisors. In 2012 he moved to UBS to form Bridgeline Wealth Management with Clayton Constant and was there for over 10 years.
Travis’s primary role of managing Bridgeline reflects a business life passion to build a team that provides “best of class” experience for clients at all levels. His core mission is pretty simple: to help people that want to be helped and need guidance. The relationship aspect of the business is what gives him the most satisfaction. He describes coming to Atlanta for the first time and not knowing a soul until he started to form the close relationships he has with his clients. “I treat my clients like they are my family,” he says. “I love helping them work towards their goals and seeing how I can make an impact on their lives. I also like the fact that every relationship is different, and that gives me the opportunity to create unique solutions that work for each client.”
Travis is from Charles Town, WV and attended nearby Shepherd University, where he earned a B.S. in Economics. He purposely chose to work one semester at Disney because he wanted the experience of working for a company known for its stellar reputation for guest services. Outside of work, Travis enjoys time with family, travel, golf, and reading.