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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Lets connect
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
