Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Lets connect
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
