Travis Boyer

Travis Boyer

Wealth Manager
Asheville, North Carolina, United States

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Work Experience

Modera Wealth Management

Wealth Manager

2023-04-01 - Present

Parsec Financial

Financial Advisor

2012-07-01 - 2023-05-01

Edelman Financial Services

Client Service Associate

2010-10-01 - 2012-05-01

www.youngmoneysmartmoney.com

Co-Founder, Chief Contributor

2010-06-01 - 2023-03-01

Wachovia Securities, LLC

Analyst

2007-06-01 - 2009-05-01

Skills

wealth management financial planning feeonly financial advisor financial planner tax planning retirement planning estate planning risk management educational funding family gifting charitable intent cash flow budgeting goal identification

Languages

English