Jim Travis, Cfp® Email & Phone Number

My focus is on relationships. You could say my “job” is managing wealth. To me, though, it’s not a job at all, but a passion. And a promise.I know that the information and advice we provide over time will make a valuable difference as you pursue your goals and embrace your future.I am your partner and sounding board. I provide insights and perspective, no matter how complex your situation. Most importantly, I can put to work for you our firm’s extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.Through our team of specialists, we can explore every opportunity and feel comfortable with complexity via access to the best thinking. Whether it's investments, income strategies, estate preservation, lending or small business retirement plans, we can critically weigh the possibilities and develop creative solutions. I do not believe in one-size-fits-all or cookie cutter approaches. Standardization may make MY life easier, but my client relationships are built upon making THEIR lives easier./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Wealth Management.