Travis joined Rockefeller Capital Management in March 2022 as a Private Advisor, Senior Vice President. Prior to joining Scarbrough Wealth Partners in 2013, he was an investment banking analyst in the leveraged finance group at SunTrust Robinson Humphrey originating and executing leveraged loans and high yield bonds for corporate and private equity clients. He also worked for ING Capital, LLC as an analyst in the acquisition finance group.
Travis graduated from Kennesaw State University in 2011, summa cum laude with highest honors, with a BBA in Finance and was elected as the 2012 University Honor Scholar. Travis holds the Chartered Financial Analyst™ designation. He is also a member of the CFA® Institute, and the Atlanta Society of Finance and Investment Professionals. *In 2018, Travis was named to the list of “America’s Top Next Generation Wealth Advisors” by Forbes Magazine.
Travis focuses on developing customized investment strategies, business succession planning, and intergenerational wealth transfer planning. He brings a diverse set of skills with his knowledge of the capital markets.
Travis enjoys spending time with his wife, Kaitlin, two daughters, two sons, and their dogs.
Travis is Series 7, 63, 65 & 79 licensed, and is licensed to sell life and variable insurance products.
*The Forbes “America’s Top Next Gen Wealth Advisors” rankings discussed above were designated in 2018 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
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