Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
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
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
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
