Travis G. Email & Phone Number
Who is Travis G.? Overview
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Travis G. is listed as Senior Associate Broker at Brown & Riding, a with 492 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Travis G..
Travis G. previously worked as Associate Broker at Brown & Riding and Production Associate at Brown & Riding. Travis G. holds Bachelor Of Science - Bs, Personal Financial Planning from University Of Missouri-Columbia.
Email format at Brown & Riding
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About Travis G.
Associate Broker at Brown & Riding. Specializing in Construction and Real Estate.
Travis G.'s current company
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Travis G. work experience
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Associate Broker
Current
Production Associate
Production Assistant
Family Office Associate
Helped a team with $1.6B AUM move from a wirehouse to the Wells Fargo FiNET platform. Assisted management by making sure that we were staying within FINRA guidelines.Met with ultra-high net worth clients to profile them and complete paperwork signings.Created financial plans for clients, focusing on goals and retirement needs to create a successful retirement for our clients.Familiar with financial planning software. I have worked with MoneyGuidePro, NaviPlan, and Wells Fargo proprietary software Envision.
Private Wealth Management Intern
Customer Service Associate
Colleagues at Brown & Riding
Other employees you can reach at brownandriding.com. View company contacts for 492 employees →
Kelsey Gravo
Colleague at Brown & RidingSeattle, Washington, United States
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Meah La Rocco
Colleague at Brown & RidingOxford, Mississippi, United States
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Avery Vetter
Colleague at Brown & RidingAtlanta, Georgia, United States
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Michael Brown
Colleague at Brown & RidingLos Angeles Metropolitan Area, United States
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Samantha Holz
Colleague at Brown & RidingHouston, Texas, United States
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Nathan Roede
Colleague at Brown & RidingGrand Rapids Metropolitan Area, United States
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Trey Sharpe
Colleague at Brown & RidingDallas-Fort Worth Metroplex, United States
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Christopher Dockery
Colleague at Brown & RidingGrand Rapids Metropolitan Area, United States
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Amanda Floyd
Colleague at Brown & RidingLos Angeles, California, United States
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Emmanuel B
Colleague at Brown & RidingJackson, Mississippi, United States
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Travis G. education
Frequently asked questions about Travis G.
Quick answers generated from the profile data available on this page.
What company does Travis G. work for?
Travis G. works for Brown & Riding.
What is Travis G.'s role at Brown & Riding?
Travis G. is listed as Senior Associate Broker at Brown & Riding.
Where is Travis G. based?
Travis G. is based in Dallas, Texas, United States while working with Brown & Riding.
What companies has Travis G. worked for?
Travis G. has worked for Brown & Riding, Brown & Riding Insurance Services, Fcs Family Office, Jay Wolfe Honda, and Ubs.
Who are Travis G.'s colleagues at Brown & Riding?
Travis G.'s colleagues at Brown & Riding include Kelsey Gravo, Meah La Rocco, Avery Vetter, Michael Brown, and Samantha Holz.
How can I contact Travis G.?
You can use AeroLeads to view verified contact signals for Travis G. at Brown & Riding, including work email, phone, and LinkedIn data when available.
What schools did Travis G. attend?
Travis G. holds Bachelor Of Science - Bs, Personal Financial Planning from University Of Missouri-Columbia.
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