James D. Travis Jr., CEPA, CFP is a highly experienced and knowledgeable wealth advisor based in Philadelphia, PA. With over 30 years in the financial services industry, Jim provides comprehensive advice beyond investments, including credit, insurance, and planning, as well as creative solutions through a team of specialists. He is a CERTIFIED FINANCIAL PLANNER and Certified Exit Planning Advisor, offering clear answers and proactive service to help individuals, families, and businesses meet their financial goals.
Jim's expertise spans a wide range of areas, including investing, retirement planning, estate planning strategies, and securities-backed lending. He has worked for reputable firms such as Merrill Lynch, Smith Barney, and Wells Fargo Advisors, and holds a degree in Policy Management Studies Economics from Dickinson College and an MBA in Finance from Temple University. With a focus on putting financial planning at the core of everything he does, Jim is dedicated to helping clients unlock opportunities, preserve wealth, and create continuity for their future.
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