Travis J. Smith

CFP®
Financial Advisor
Operations Manager

Travis graduated from Grand Valley State University’s Seidman School of Business in 2006 with Magna Cum Laude honors in finance. Two weeks later, he joined the Raymond James team in Oxford. Today, Travis serves as co-branch manager with Jay. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2009.

Travis is passionate about helping clients become better financial stewards. In his free time, he enjoys being on the lake, hiking, outdoor photography, tennis, reading, meeting with his weekly Bible study, and volunteering in his church and community. He also enjoys being an uncle to his two nieces.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.