Rick Travis Email & Phone Number
Partner and Chief Fiduciary Officer @ Equitable Trust
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Rick Travis Location
- Nashville, TN, US
Rick Travis Work
- Partner and Chief Fiduciary Officer @ (January 2011 - Present)
- Partner @ (April 1994 - December 2010)
Rick Travis Education
- Duke University School of Law
Juris Doctor (J.D.)
1979-1982
Rick Travis Skills
- Asset Management
- Asset Protection
- Charitable Gift Planning
- Estate Administration
- Estate Law
- Estate Planning
- Estate Tax Planning
- Financial Planning
- High Net Worth Individuals
- Investments
- Portfolio Management
- Probate
- Strategic Financial Planning
- Succession Planning
- Trust Services
- Trusts
- Wealth Management
- Wealth Management Services
- Wills
- Business Analysis
- Project Management
- Team Building
- Sales
- Business Development
- Management
- Training
Rick Travis Summary
- Rick Travis, based in Nashville, TN, US, is currently a Partner and Chief Fiduciary Officer at Equitable Trust Company in Nashville. Rick Travis brings experience from previous roles at Manier & Herod. Rick Travis holds a 1979 - 1982 Juris Doctor (J.D.) @ Duke University School of Law. With a robust skill set that includes Asset Management, Asset Protection, Charitable Gift Planning, Estate Administration, Estate Law and more. Rick Travis has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Equitable Trust Employees
Scott van Dusen
Partner and Investment Advisor
Nashville, TN, US
Jeremy Kath
Partner and Investment Advisor
Nashville, TN, US
Rick Travis
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John Ford
Chief Financial Officer
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Steven Plummer
Partner, Chief Innovation Officer
Florida, United States
Tyler Wilson
Director of Tax
Nashville, TN, US
Cynthia Jones
Principal and Senior Vice President
Nashville, TN, US
Darlinda Jones
Senior Vice President
Nashville, TN, US
Pamela Talley
Director of Financial Planning
Franklin, TN, US
Mary Jackson
Trust Associate
Nashville, TN, US
Patricia Braunschweig
Trust and Wealth Associate
Nashville, TN, US
Ross Jagar
Partner
Nashville, TN, US
Sean Sullivan
Client Advisor
Nashville, TN, US
Sarah Mullinax
Trust and Wealth Associate
Nashville, TN, US
John Steele
President and Chief Executive Officer
Nashville, TN, US
Jackson Bryant
Director of Investment Operations
Nashville, TN, US
Melanie Davenport
Chief Compliance Officer
Murfreesboro, TN, US
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