portrait of Travis M Waiton
FINANCIAL ADVISOR
Referrals Only
Serving clients with $250,000
CallSend Me a Message

About Travis

The adage of "love what you do, and you'll never work a day in your life" really holds true for me at Edward Jones. Building relationships and informing my clients of their options to allow them to make the best financial decision possible is one of the reasons why I get up in the morning.

We are best suited for highly passionate and goal-oriented people that are motivated by reaching milestones and accomplishments.

When someone becomes a client, they become a part of our team. As part of that team, we will work closely with your tax and legal professionals to ensure...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Sustainable investing
  • Portfolio Reviews
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2014 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • American InterContinental UnivBachelors

Personal Interests

  • Baseball
  • Fishing
  • Golfing
  • Personal Fitness
  • Snowboarding

Team Members

  • Daniel Bertholet
    Registered Branch Associate
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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