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.
