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Travis Olszewski, Financial Advisor

FINANCIAL ADVISOR
Travis J Olszewski

17723 Coastal Hwy Unit 4, Lewes, DE 19958opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Teachers and Professors
  • LGBTQ+ Finances
  • Employee Stock Options
  • Estate & Legacy Strategies

About Travis

With more than two decades of experience in financial services, I understand the challenges you face. Investing can be both intimidating and confusing. My goal is to meet you where you are, figure out what is important to you and partner to create a strategy. I work with people from all walks of life looking to save for retirement, education or specific life goals. Additionally, we work with business executives and business owners to address unique planning goals and considerations.

I have been helping financial services clients to achieve their goals since 2005. Prior to joining Edward Jones, I worked for...

Work History

  • Edward JonesAugust 2024 to Current
  • World Equity Group Inc.January 2024 to August 2024

Education

  • West Chester UniversityBachelor of Science

Personal Interests

  • Outdoor Enthusiast
  • Pickleball
  • Volunteering
  • Golfing
  • Active Lifestyle

Team Members

  • Cheyenne Kerin
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(302) 200-9821

Fax

(888) 472-5119

Office Address

17723 Coastal Hwy Unit 4
Lewes, DE 19958opens in a new window

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