With the knowledge that comes with more than 13 years of experience in the financial services industry, Travis helps investors navigate the myriad available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive account management, Travis strives to make recommendations solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Travis has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Travis joined Raymond James in 2025 after 13 years with UBS. He is a graduate of Rollins College and received a degree in Economics.
Prior to joining UBS in 2011, Travis and his family owned and operated one of the largest JCB Construction Equipment dealerships in North America. His experience as a successful business owner and family wealth manager provides accurate insight and credible perspective in understanding and anticipating his clients' wealth management needs. Travis is involved in Rotary Club, Crescent City Cafe and Bike Easy. He lives in New Orleans with his wife, Julie, who is a teacher at Trinity Episcopal. Travis also has two sons, Tucker and Tanner. When not in the office, he enjoys live music, cooking, the outdoors, traveling, and spending time with friends and family.
Raymond James is not affiliated with any of the companies mentioned.