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Sean Travis, Financial Advisor

FINANCIAL ADVISOR
Sean M Travis

CFP®
21328 E Catawba Ave, Cornelius, NC 28031opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Sean

“If you fail to plan, then you plan to fail.” That is what we used to say when I was a Boy Scouts 30 years ago. Back then life was simpler, but the saying couldn’t be more relevant today.

Welcome to Edward Jones. I am Sean Travis and I’m excited to have the opportunity to serve you as a CERTIFIED FINANCIAL PLANNER® professional. Originally from Latrobe, Pennsylvania (near Pittsburgh), I went to school to become a mechanical engineer and spent the first part of my career designing aircraft engines. After earning my MBA, I transitioned to the financial services industry almost...

Work History

  • Edward JonesJuly 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Carnegie Mellon UniversityMBA (Masters of Bus Admin)
  • Rensselaer at HartfordMaster of Science

Personal Interests

  • Skiing
  • Hiking
  • Pickleball
  • Traveling
  • Spending Time with Family

Team Members

  • Jamie Schmid
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 892-6119

Fax

(866) 462-1953

Office Address

21328 E Catawba Ave
Cornelius, NC 28031opens in a new window

Mailing address

P O Box 2274
Cornelius, NC 28031

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