Vice President, Investments
As a Vice President – Investments and Investment Advisor Representative at Moors & Cabot, Travis works closely with individuals, families, and businesses by focusing on a needs-based approach to help them achieve their overall long-term financial goals. He is excited to be a part of a firm with a longstanding reputation and focus on planning resources, client engagement, and cutting-edge technology.
For more than 18 years, Travis has been helping clients achieve financial success by utilizing financial planning to develop and implement appropriate strategies and solutions. Prior to joining Moors & Cabot, he worked as a Vice President, Sr. Financial Advisor with BMO Harris Financial Advisors (formerly M&I Marshall & Ilsley), receiving numerous honors and awards from both firms. Before joining BMO Harris, Travis began his career in the financial services industry in 2002 with Edward Jones Investments. He holds numerous securities and insurance licenses.
Travis is passionate about working with families on multi-generational planning and seeing the impact and overall results for the clients and families he serves. Over the years, he has also enjoyed working with many local groups and non-profit organizations to support and serve the local community including the Salvation Army, Junior Achievement, and Rotary International. He has also served as a past member of the annual gala committee for Royal Palm Academy, the Chaine des Rotisseurs wine committee, and with the University of MN Southwest FL Alumni Association Advisory Board. Travis looks forward to continuing his involvement to support the Naples, FL and Fox Cities, WI communities.
Travis enjoys spending his free time fishing, boating, and enjoying the outdoors with his wife and daughter.
Background and qualification information is available at FINRA's BrokerCheck website