Your goals. Our comprehensive plan.

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As a successful business owner, corporate executive or multigenerational family, you are faced with new concerns every day. Beyond the complex state of the financial markets, you are concerned about your personal goals and all you want to achieve for yourself, your family and your business. You need a highly skilled team that understands you—a team that can bring you the confidence that you are on the right track, helping you pursue a strategy geared to your success.

We are a boutique practice within one of the largest wealth management firms in the world, providing precisely what you need: a comprehensive plan that is designed to help you pursue your goals. We look beyond your investment portfolio, taking the extra steps to help you ensure that all aspects of your financial world are working together all the time.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Travis

    Travis M. Propst, CRPS

    Managing Director–Wealth Management

    Financial Advisor

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    Travis has 20 years of experience in the financial services industry 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.

    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. He thrives on the analytical challenges of designing portfolios that fit each client’s individual needs and risk profile, but 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. Every day is different, and that’s stimulating to me."

    Travis hails from Charles Town, West Virginia, and attended nearby Shepherd University, where he earned a B.S. in Economics. He purposely chose to work one semester at Disney/Epcot because he wanted the experience of working for a company known for its stellar reputation for guest services. He shies away from the term "workaholic", but he does love his work. Occasional downtime includes travel, golf, and reading (murder mysteries, politics, business, history, pop culture)..."Everything," he says. "The subjects cover so many genres it would make you laugh."

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
        3560 Lenox Rd NE
        28th Floor
        Atlanta, GA 30326
      • trent

        J. Trent Douglas, CFP

        Managing Director–Wealth Management

        Financial Advisor

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        Trent Douglas joined the Bridgeline Wealth Management team in 2014 as First Vice President after 13 years' experience as a Wealth Management Advisor, Portfolio Manager and Vice President with Merrill Lynch. Trent is a graduate of Clemson University, where he received a B.S. degree in Financial Management. Trent also earned his designation as a Certified Financial PlannerTM , awarded by the Certified Financial Planner Board of Standards.

        Trent believes that attaining financial goals for his clients requires a multi-dimensional wealth management strategy that sometimes means going beyond traditional stock and bond portfolios. He says this philosophy attracted him to the Bridgeline Wealth Management team. "At Bridgeline, I am able to combine sophisticated portfolio construction with world-class financial planning tools. This unique approach to each individual client's success is a winning combination," says Trent.

        When not dedicating his many talents to his career, Trent enjoys playing golf, traveling, staying fit and spending time with his wife, Elizabeth and their two children, Grant and Samantha.

        • Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2020, 2021, 2022
            3560 Lenox Rd NE
            28th Floor
            Atlanta, GA 30326
          • ryan

            Ryan P. Brady, CIMA

            Senior Wealth Strategy Associate

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            Ryan is a 17 year veteran of the financial services industry. His work experience includes positions with T. Rowe Price, Robinson-Humphrey, Citigroup Global Markets, and Merrill Lynch. He has worked closely with Travis for fifteen years and decided to accompany him in his move to UBS in 2012. He currently holds Series 7 and 66 securities licenses, and his extensive knowledge of financial analysis and investment research skills have made Ryan an integral part of Bridgeline’s due diligence process – from the comprehensive assessment of client’s needs, goals and risk tolerance to research and portfolio architecture.

            Born in Auburn, NY, and raised in Springfield, VA, Ryan earned B.A. degrees in Criminal Justice and Political Science from the University of Alabama. A man of myriad talents, his interest in financial services and the stock market as a way to help people prevailed and prompted his move to Atlanta in 2000. He is a big fan of college football and likes to travel and play golf.

                  3560 Lenox Rd NE
                  28th Floor
                  Atlanta, GA 30326
                • jaimie

                  Jaimie Crook

                  Team Administrator

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                  Jaimie, who has over 20 years of financial services experience with some of the industry's top firms, including Credit Suisse, Merrill Lynch and Smith Barney, manages all aspects of Bridgeline's client service needs. Her resume' includes Series 7 and 66 securities licenses and a B.S. degree in Criminal Justice from Georgia State University. Leisure time is devoted to family and friends, cooking, horseback riding and retail therapy.

                  Jaimie was born in Marrero, LA, a suburb of New Orleans but has called Atlanta home for many years.

                        3560 Lenox Road NE
                        28th Floor
                        Atlanta, GA 30326
                      • amber

                        Amber Tierney

                        Client Associate

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                        Amber joined the team in January 2019.  She has almost 2 years of industry experience. Amber graduated from Florida State University with a B.S. degree in Finance.  She  holds Series 7, 66 and Insurance licenses. 

                        Originally from Tampa, Amber moved to Atlanta in 2017.  She enjoys traveling in her free time.

                              3560 Lenox Rd NE
                              28th Floor
                              Atlanta, GA 30326
                            Retirement planning

                            Retirement planning

                            Helping women take charge

                            Helping women take charge

                            Business transition and succession planning

                            Business transition and succession planning

                            Life is unpredictable. Could we be better prepared?

                            For some of life's questions you're not alone. Together we can find the answer.

                            With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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