Patricia"Patti" Travis Email & Phone Number

Travis has more than 35 years of experience meeting the banking and wealth management needs of high net worth individuals and families. Travis has strong professional skills banking Hedge Funds, Asset Management and Private Equity Firms, Independent Schools and Non-Profits. Travis works out of First Republic’s private banking and wealth management offices at 241 Royal Palm Way in Palm Beach and 300 US Hwy. 1 in Jupiter. “Patti Travis is one of the most respected private bankers in South Florida, with long ties to the Palm Beach County community,” said Bob Thornton, Executive Vice President. “Patti joins our growing team of bankers and wealth managers in Palm Beach who are dedicated to providing exceptional service to every client.”Prior to First Republic, Travis was Senior Wealth Director for BNY Mellon. Earlier in her career, she worked for Lydian Bank & Trust, Wells Fargo, Citigroup and JP Morgan Chase. She is a Board Member of The Big Dog Rescue Ranch and The Palm Beach Tax Institute.

Listed skills include Alternative Investments, Estate Planning, Cash Management, Banking, and 31 others.