Travis Boyer Email & Phone Number
Wealth Manager @ Modera Wealth Management
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Travis Boyer Location
- Asheville, NC, US
Travis Boyer Work
- 2023 -now Wealth Manager @
- 2012 -2023 Financial Advisor @ Parsec Financial
- 2010 -2023 Co-Founder, Chief Contributor @ www.youngmoneysmartmoney.com
- 2010 -2012 Client Service Associate @
- 2007 -2009 Analyst @
Travis Boyer Education
- UNC Kenan-Flagler Business School
BS (Business Administration)
2003-2007
Travis Boyer Skills
- Customer Service
- Microsoft Word
- Finance
- Client Services
- Mutual Funds
- Financial Planning
- Investments
- Wealth Management
- Feature Articles
- Fixed Annuities
- Fixed Income
- Strategic Financial Planning
Travis Boyer Summary
- Travis Boyer, based in Asheville, NC, US, is currently a Wealth Manager at Modera Wealth Management. Travis Boyer brings experience from previous roles at Parsec Financial, www.youngmoneysmartmoney.com, Edelman Financial Services and Wachovia Securities, LLC. Travis Boyer holds a 2003 - 2007 BS in Business Administration @ UNC Kenan-Flagler Business School. With a robust skill set that includes Customer Service, Microsoft Word, Finance, Client Services, Mutual Funds and more. Travis Boyer has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Modera Wealth Management Employees
Liz Skinner
Director of Communications
United States
Shelly Kapoor
Chief Operating Officer
Portland, OR, US
John Ceparano
Principal, Wealth Manager and Co-Director of Retirement Business Services
Florida, United States
Anna Lui
Director of Program Management, Principal
New York, NY, US
Jeff Brewer
Director of Advisor Growth and Development
Charlotte, NC, US
Corey Dodgson
Director of Human Resources
Charlotte, NC, US
Judson Meinhart
Director of Financial Planning | Wealth Manager | Principal
Winston-Salem, NC, US
Mark Lewis
Director of Facilities
Asheville, NC, US
Regan Fad
General Counsel at Modera Wealth Management
New York, NY, US
Betsy Cunagin
Partner
Asheville, NC, US
Joe McCuine
President
Northborough, MA, US
Kirsten Ly
Chief Marketing Officer, Principal
Washington, DC, US
Noemi Perez
Director of Talent
Alpine, NJ, US
Rakhee Gor
Director of Operations
Atlanta, GA, US
Peter Somich
Director of M and A
Boston, MA, US
Eric Richbourg
Director of Technology
Asheville, NC, US
Tom Orecchio
Chief Executive Officer
Westwood, NJ, US
James Kipp
Chief Financial Officer, Principal
Boston, MA, US
Dawn Nickerson
Director of HR Operations
Atlanta, GA, US
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