Susan Travis Email & Phone Number
Client Advisor and Managing Director @ Mercer Advisors
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Susan Travis Location
- Houston, TX, US
Susan Travis Work
- Client Advisor and Managing Director @ (September 2016 - Present)
- Senior Vice President and Relationship Manager @ Kanaly Trust, LTA (September 1997 - September 2016)
- Vice President and Regional Trust Officer @ PremierBank & Trust (January 1995 - January 1997)
- Vice President and Trust Officer @ First Security Trust Company (January 1993 - January 1995)
- Trust Account Administrator @ Bank of America (formerly Bank of New England, N.A.) (January 1987 - January 1992)
Susan Travis Education
- State University of New York College at Potsdam
Bachelor of Arts (BA) (English)
Susan Travis Skills
- Estate Planning
- Wealth Management
- Investment Management
- Finance
- Trusts
- Retirement Planning
- Investment Advisory
- Portfolio Management
- Investments
- Asset Management
- Mutual Funds
- Banking
- Financial Planning
Susan Travis Summary
- Susan Travis, based in Houston, TX, US, is currently a Client Advisor and Managing Director at Mercer Advisors. Susan Travis brings experience from previous roles at Kanaly Trust, LTA, PremierBank & Trust, First Security Trust Company and Bank of America (formerly Bank of New England, N.A.). Susan Travis holds a Bachelor of Arts (BA) in English @ State University of New York College at Potsdam. With a robust skill set that includes Estate Planning, Wealth Management, Investment Management, Finance, Trusts and more. Susan Travis has 2 emails and 1 mobile phone numbers on RocketReach.
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