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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Travis began his career with UBS through the JC Bradford acquisition in 2000. Before moving to Atlanta, Travis served as a Financial Advisor Corporate Stock Benefit Consultant, and a member of the Regional Management Team in Nashville, TN. He joined the MDM Investment Group after serving as Branch Manager in the Alpharetta, Georgia office. Having served in several roles at UBS, Travis brings a multifaceted approach to the team. With his combination of leadership, market knowledge, and the ability to navigate throughout UBS, Travis incorporates these skills to deliver on the client experience. Travis earned his Bachelors Degree in Liberal Arts from the University of Mississippi. He is an avid outdoorsman and enjoys deep sea fishing and running.
Credentials
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Senior Vice President–Wealth Management
Financial Advisor
Travis began his career with UBS through the JC Bradford acquisition in 2000. Before moving to Atlanta, Travis served as a Financial Advisor Corporate Stock Benefit Consultant, and a member of the Regional Management Team in Nashville, TN. He joined the MDM Investment Group after serving as Branch Manager in the Alpharetta, Georgia office. Having served in several roles at UBS, Travis brings a multifaceted approach to the team. With his combination of leadership, market knowledge, and the ability to navigate throughout UBS, Travis incorporates these skills to deliver on the client experience. Travis earned his Bachelors Degree in Liberal Arts from the University of Mississippi. He is an avid outdoorsman and enjoys deep sea fishing and running.
Credentials
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For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
