Travis Mccollum, Cfp®
AeroLeads people directory · profile

Travis Mccollum, Cfp® Email & Phone Number

Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
Location: Charlotte, North Carolina, United States 5 work roles 1 school
1 work email found @rwbaird.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@rwbaird.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Janney Montgomery Scott LLC
Role
Executive Vice President and Wealth Management, Financial Advisor
Location
Charlotte, North Carolina, United States
Company size
2579 employees

Who is Travis Mccollum, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Travis Mccollum, Cfp® is listed as Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC, a with 2579 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at rwbaird.com and a matched LinkedIn profile for Travis Mccollum, Cfp®.

Travis Mccollum, Cfp® previously worked as Executive Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott Llc and Managing Director at Robert W. Baird & Co.. Travis Mccollum, Cfp® holds Bachelor Of Arts (B.A.), Communication And Media Studies; Psychology from Wake Forest University.

Company email context

Email format at Janney Montgomery Scott LLC

This section adds company-level context without repeating Travis Mccollum, Cfp®'s masked contact details.

*@rwbaird.com
68% confidence

AeroLeads found 1 current-domain work email signal for Travis Mccollum, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Travis Mccollum, Cfp®

Travis Mccollum, Cfp® is a Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. He possess expertise in certified financial planner, retirement planning, investment management, portfolio management, wealth management and 13 more skills. Colleagues describe him as "Detailed and organized professional. Committed and dedicated to the needs of others. Thorough; always courteous; patient; and willing to listen. "

Listed skills include Certified Financial Planner, Retirement Planning, Investment Management, Portfolio Management, and 14 others.

Current workplace

Travis Mccollum, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Janney Montgomery Scott LLC
Janney Montgomery Scott Llc
Executive Vice President and Wealth Management, Financial Advisor
Charlotte, NC, US
Website
janney.com
Employees
2579
AeroLeads page
Company profile
View company profile Email format
5 roles

Travis Mccollum, Cfp® work experience

A career timeline built from the work history available for this profile.

Executive Vice President / Wealth Management, Financial Advisor

Current
Janney Montgomery Scott Llc

Charlotte, North Carolina, United States

Apr 2024 - Present

Managing Director

Robert W. Baird & Co.

For the members of The McCollum Group, our motive is simple: we care about people, their families and their future. The team leverages more than 70 years of combined experience, deep expertise and the global resources of Baird to work with each of our clients to achieve their goals. To learn more, visit our website at www.McCollumGroup.com

Aug 2011 - May 2024

Financial Advisor

Legg Mason
Mar 1996 - Sep 2005
Team & coworkers

Colleagues at Janney Montgomery Scott LLC

Other employees you can reach at janney.com. View company contacts for 2579 employees →

DD Daneen Downey Daneen Downey Colleague at Janney Montgomery Scott LlcWynnewood, Pennsylvania, United States View → JH Joseph Hauer Joseph Hauer Colleague at Janney Montgomery Scott LlcMiddle River, Maryland, United States View → RW Reggie Wilkes Reggie Wilkes Colleague at Janney Montgomery Scott LlcWayne, Pennsylvania, United States View → NW Noble Wealth Advisors Noble Wealth Advisors Colleague at Janney Montgomery Scott LlcNew Haven, Connecticut, United States View → RB Rochelle Bullen Rochelle Bullen Colleague at Janney Montgomery Scott LlcMonkton, Maryland, United States View → JW J Wingerter J Wingerter Colleague at Janney Montgomery Scott LlcVillanova, Pennsylvania, United States View → BZ Brandon Zimerman Brandon Zimerman Colleague at Janney Montgomery Scott LlcNew York, United States View → DR Daniel Ronis, Cfp® Daniel Ronis, Cfp® Colleague at Janney Montgomery Scott LlcWashington, District Of Columbia, United States View → SW Sander Wilson Sander Wilson Colleague at Janney Montgomery Scott LlcHaddonfield, New Jersey, United States View → AB Amanda Burdick Amanda Burdick Colleague at Janney Montgomery Scott LlcGreater Pittsburgh Region, United States View →
1 education record

Travis Mccollum, Cfp® education

FAQ

Frequently asked questions about Travis Mccollum, Cfp®

Quick answers generated from the profile data available on this page.

What company does Travis Mccollum, Cfp® work for?

Travis Mccollum, Cfp® works for Janney Montgomery Scott LLC.

What is Travis Mccollum, Cfp®'s role at Janney Montgomery Scott LLC?

Travis Mccollum, Cfp® is listed as Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC.

What is Travis Mccollum, Cfp®'s email address?

AeroLeads has found 1 work email signal at @rwbaird.com for Travis Mccollum, Cfp® at Janney Montgomery Scott LLC.

Where is Travis Mccollum, Cfp® based?

Travis Mccollum, Cfp® is based in Charlotte, North Carolina, United States while working with Janney Montgomery Scott LLC.

What companies has Travis Mccollum, Cfp® worked for?

Travis Mccollum, Cfp® has worked for Janney Montgomery Scott Llc, Robert W. Baird & Co., Wells Fargo Advisors, and Legg Mason.

Who are Travis Mccollum, Cfp®'s colleagues at Janney Montgomery Scott LLC?

Travis Mccollum, Cfp®'s colleagues at Janney Montgomery Scott LLC include Daneen Downey, Joseph Hauer, Reggie Wilkes, Noble Wealth Advisors, and Rochelle Bullen.

How can I contact Travis Mccollum, Cfp®?

You can use AeroLeads to view verified contact signals for Travis Mccollum, Cfp® at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.

What schools did Travis Mccollum, Cfp® attend?

Travis Mccollum, Cfp® holds Bachelor Of Arts (B.A.), Communication And Media Studies; Psychology from Wake Forest University.

What skills is Travis Mccollum, Cfp® known for?

Travis Mccollum, Cfp® is listed with skills including Certified Financial Planner, Retirement Planning, Investment Management, Portfolio Management, Wealth Management, Estate Planning, Asset Allocation, and Asset Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.