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Travis Pointer Email & Phone Number

Senior Vice President | Bank of America Private Bank
Location: Salt Lake City, Utah, United States 6 work roles 1 school
1 work email found @byui.edu 8 phones found area 916, 516, and 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 8 phones

Work email p****@byui.edu
Direct phone (916) ***-****
LinkedIn Profile matched
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Role
Senior Vice President | Bank of America Private Bank
Location
Salt Lake City, Utah, United States

Who is Travis Pointer? Overview

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Quick answer

Travis Pointer is listed as Senior Vice President | Bank of America Private Bank based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at byui.edu, phone signal with area code 916, 516, 408, and a matched LinkedIn profile for Travis Pointer.

Travis Pointer previously worked as Private Banker at J.P. Morgan Private Bank and Private Banking Analyst at J.P. Morgan Private Bank. Travis Pointer holds Bachelor’S Degree, Financial Economics from Brigham Young University - Idaho.

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Email format at byui.edu

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*@byui.edu
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Profile bio

About Travis Pointer

Travis Pointer is a Private Client Advsior at Bank of America Private Bank in Salt Lake City. Travis is responsible for developing and managing relationships with corporate executives, business owners and family offices by addressing their planning, banking, lending, charitable and investment needs. He leads a team of specialists, working actively with his clients to advise them on the full spectrum of their wealth management needs. Prior to joining Bank of America in 2022, Travis began his career with J.P. Morgan Private Bank in Denver covering business owners and executives within the Utah and Idaho markets. In 2019, Travis was asked to help launch the Private Bank office in Utah as one of its founding members. Prior to J.P. Morgan, Travis spent time at various wealth management firms in Arizona, Idaho and California. He earned a degree in Financial Economics with an emphasis on asset management from Brigham Young University - Idaho. He currently holds Series 7 and Series 63 FINRA licenses. Raised in Northern California, Travis grew up with a love of the outdoors. When he’s not spending time with his family, you’ll find him hiking, skiing, playing soccer, or cheering for the 49ers. He currently resides in Lehi with his wife and his two daughters. If you're interested to learn more, please send an email to: travis.pointer@bofa.com

Listed skills include Customer Service, Public Speaking, Microsoft Excel, Powerpoint, and 25 others.

6 roles

Travis Pointer work experience

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

Private Banker

Greater Salt Lake City Area

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Jul 2018 - Nov 2022

Private Banking Analyst

Greater Denver Area

“J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and itsaffiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciaryservices. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), amember of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business asChase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENTAGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for USresidents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies orviews) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell anyinvestment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legaladvice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similarfunctionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM.Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

May 2017 - Aug 2017

Financial Analyst

Genovese Burford & Brothers

Sacramento, California Area

Apr 2017 - May 2017

State Champion - Cfa Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company — sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.

Oct 2016 - Apr 2017

Tax, Finance, & Wealth Management Analyst

Mra Associates

Phoenix, Arizona Area

MRA Associates is a boutique, registered investment advisor with large firm experience, headquartered in Phoenix, Arizona. We provide investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. The firm currently manages and consults on more than $2 billion and employs more than 40 professionals and support staff. MRA Associates has earned the prestigious CEFEX certification, an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices.

Sep 2016 - Dec 2016

Fixed Income Market Research Analyst

Rexburg, Id

o Led a team of 6 analysts to determine the fixed income investment strategy for the university’s $5 million endowment fundo Presented the fixed income allocation proposal to a group of faculty and studentso Taught other students analysis and communication skills, and coordinated analysis efforts

Apr 2016 - Jul 2016
1 education record

Travis Pointer education

FAQ

Frequently asked questions about Travis Pointer

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

What is Travis Pointer's role at their current company?

Travis Pointer is listed as Senior Vice President | Bank of America Private Bank.

What is Travis Pointer's email address?

AeroLeads has found 1 work email signal at @byui.edu for Travis Pointer.

What is Travis Pointer's phone number?

AeroLeads has found 8 phone signal(s) with area code 916, 516, 408 for Travis Pointer.

Where is Travis Pointer based?

Travis Pointer is based in Salt Lake City, Utah, United States.

What companies has Travis Pointer worked for?

Travis Pointer has worked for J.P. Morgan Private Bank, Genovese Burford & Brothers, Cfa Institute, Mra Associates, and Byu-Idaho Investment Society.

How can I contact Travis Pointer?

You can use AeroLeads to view verified contact signals for Travis Pointer, including work email, phone, and LinkedIn data when available.

What schools did Travis Pointer attend?

Travis Pointer holds Bachelor’S Degree, Financial Economics from Brigham Young University - Idaho.

What skills is Travis Pointer known for?

Travis Pointer is listed with skills including Customer Service, Public Speaking, Microsoft Excel, Powerpoint, Leadership, Sales, Teamwork, and Research.

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