Mark Travis's Location
United States
Mark Travis's Work
- Senior Vice President, Financial Advisor @ Hilltop Securities Inc.
- Senior Financial Advisor @ SWBC Wealth Management
- Assistant Vice President @ Merrill Lynch
- Regional Vice President @ Penco Companies
Mark Travis's Education
- Midwestern State University
Bachelor of Business Administration (B.B.A.) (Finance, General)
1983 - 1987 - Winston Churchill High School1978 - 1981
Mark Travis's Skills
- Estate and Generational Wealth Transfer Planning
- Retirement Planning
- Retirement Plan Consulting
- Wealth Accumulation Strategies
- Charitable Gift Planning
- Wealth Accumulation
- IRAs
- 401k Rollovers
- Portfolio Management
- Wealth
Mark Travis's Summary
Mark Travis, based in United States, is currently a Senior Vice President, Financial Advisor at Hilltop Securities Inc., bringing experience from previous roles at SWBC Wealth Management, Merrill Lynch and Penco Companies. Mark Travis holds a 1983 - 1987 Bachelor of Business Administration (B.B.A.) in Finance, General @ Midwestern State University. With a robust skill set that includes Estate and Generational Wealth Transfer Planning, Retirement Planning, Retirement Plan Consulting, Wealth Accumulation Strategies, Charitable Gift Planning and more, Mark Travis contributes valuable insights to the industry. Mark Travis has 1 email on RocketReach.
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