Brad Travis Jr, CFP®
Managing Partner | Senior Wealth Advisor, CFP®
Brad Travis Jr, CFP® is a Sussex County, Delaware native and has worked in the financial services industry for almost 20 years. For 15 of those years, Brad has been directly advising clients on their financial planning and investment needs. Outside of work, Brad likes to give back to his community through service on the Beebe Medical Foundation Board of Directors and on the alumni advisory council to his college fraternity. Brad loves spending time with his family including two little girls, Millie and Hazel, and his wife Juliet. Brad values honesty and integrity as the guiding principals of all facets of life, especially in his conduct with his clients.