portrait of Travis W Willard

About Travis

My team’s objective is simple: Invest our time to understand what you're working towards before you invest your money. We focus on understanding our clients' unique personal values and financial needs in order to create and deliver comprehensive and customized financial solutions.

Providing comprehensive advice goes beyond just investment guidance, it is a team effort. My team understands the strict attention to detail, processes and procedures required to deliver world class, holistic financial advice. But we're not alone. Thousands of people and advanced technology support our office, so we can ensure you receive the most current and comprehensive guidance. We welcome...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesDecember 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of CharlestonMaster of Business Admin

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Vintage Cars
  • Music

Team Members

  • Kennah Criste
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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