Travis Ratliff

Travis Ratliff Email and Phone Number

Financial Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
Travis Ratliff's Location
Des Moines Metropolitan Area, United States
Travis Ratliff's Contact Details

Travis Ratliff work email

Travis Ratliff personal email

n/a
About Travis Ratliff

After years of working in short term contract roles that provided a wide range of professional experiences, I am excited to now be working as a Financial Advisor with Merrill.  I am able to leverage the comprehensive range of financial capabilities of Bank of America, the investment insights of Merrill, and the legal trust services of the Private Bank (formerly U.S. Trust) help clients make informed financial decisions to preserve and grow their wealth. I take pride in assisting individuals prepare for potential future health or disability expenses. I work with small business owners to help them accomplish their objectives.   I aim to encourage younger doctors to position themselves for long term success.  How can I help you achieve your financial goals?Family is very important to me.  I have a passion for supporting our military community.  My family regularly had dogs around and I look forward to having my own canine companions in the future.

Travis Ratliff's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Financial Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Travis Ratliff Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Jan 2019 - Present
    I'm able to leverage the investment strategies of Merrill and the vast capabilities of Bank of America to provide comprehensive financial strategies to help clients achieve their goals.  Including:*  Investment management*  Portfolio diversification*  Retirement planning*  Small business solutions*  Trust and estate preparation*  Estimating future medical costs*  Cash management strategies*  Lending opportunities*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Travis Ratliff Education Details

  • California State University Of Bakersfield
    California State University Of Bakersfield
    Bachelor'S Degree

Frequently Asked Questions about Travis Ratliff

What company does Travis Ratliff work for?

Travis Ratliff works for Merrill Lynch Wealth Management

What is Travis Ratliff's role at the current company?

Travis Ratliff's current role is Financial Advisor.

What is Travis Ratliff's email address?

Travis Ratliff's email address is travis.ratliff@ml.com

What schools did Travis Ratliff attend?

Travis Ratliff attended California State University Of Bakersfield.

Who are Travis Ratliff's colleagues?

Travis Ratliff's colleagues are Michael Tartaglia, Matt Lyons, Andrew Bianco, Inez Louzonis, Lisa Babagian-Meidl, Chris Flynn, Chris Kiefel.

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