Travis Poulos, Cfp®
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Travis Poulos, Cfp® Email & Phone Number

Regional Vice President at Mercer Advisors
Location: Portland, Oregon, United States 4 work roles 1 school
1 work email found @vanguard.com 1 phone found area 217 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@vanguard.com
Direct phone (217) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mercer Advisors
Role
Regional Vice President
Location
Portland, Oregon, United States
Company size
413 employees

Who is Travis Poulos, Cfp®? Overview

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

Quick answer

Travis Poulos, Cfp® is listed as Regional Vice President at Mercer Advisors, a company with 413 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 217, and a matched LinkedIn profile for Travis Poulos, Cfp®.

Travis Poulos, Cfp® previously worked as Senior Financial Advisor at Vanguard and VP - Branch Manager at Charles Schwab. Travis Poulos, Cfp® holds Bachelor Of Science - Bs, Business Administration, Management And Operations from Millikin University.

Company email context

Email format at Mercer Advisors

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

*@vanguard.com
68% confidence

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

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Profile bio

About Travis Poulos, Cfp®

Travis Poulos, Cfp® is a Regional Vice President at Mercer Advisors. He possess expertise in strategy, investments, asset allocation, small business retirement plans.

Listed skills include Strategy, Investments, Asset Allocation, and Small Business Retirement Plans.

Current workplace

Travis Poulos, Cfp®'s current company

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

Mercer Advisors
Mercer Advisors
Regional Vice President
denver, colorado, united states
Website
merceradvisors.com
Employees
413
AeroLeads page
Company profile
View company profile Email format
4 roles

Travis Poulos, Cfp® work experience

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

Regional Vice President

Current
Mercer Advisors

Portland, Oregon, United States

Regional Vice President of Business Development with Mercer Advisors. Working with prospective clients and our local Wealth Advisor teams.

Sep 2023 - Present

Senior Financial Advisor

Vanguard

Charlotte, North Carolina, United States

Jun 2021 - Oct 2023

Vp - Branch Manager

Charles Schwab

Tacoma, Washington

Nov 2016 - Jun 2021

Vp- Financial Consultant

Charles Schwab

Seattle, Washington

Jan 2011 - Nov 2016
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

JD Josh Degiorgi Josh Degiorgi Colleague at Mercer Advisors Acworth, Georgia, United States, United States View → IH Ian Hamre, Cfa Ian Hamre, Cfa Colleague at Mercer Advisors Roanoke, Virginia, United States, United States View → JC John Carney Cfp® John Carney Cfp® Colleague at Mercer Advisors Brighton, Michigan, United States, United States View → JD Joshua Davis Joshua Davis Colleague at Mercer Advisors Greater Kalamazoo Area, United States View → LS Lucas Schwaller Lucas Schwaller Colleague at Mercer Advisors La Crosse-Onalaska Area, United States View → TF Tim Forest Tim Forest Colleague at Mercer Advisors San Francisco, California, United States, United States View → LH Liliana Huerta Liliana Huerta Colleague at Mercer Advisors Keller, Texas, United States, United States View → NH Nadia H. Nadia H. Colleague at Mercer Advisors Walnut Creek, California, United States, United States View → RZ Ramsey Zreik Ramsey Zreik Colleague at Mercer Advisors Camarillo, California, United States, United States View → KV Kara Vanvalin Kara Vanvalin Colleague at Mercer Advisors Chester Springs, Pennsylvania, United States, United States View →
1 education record

Travis Poulos, Cfp® education

FAQ

Frequently asked questions about Travis Poulos, Cfp®

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

What company does Travis Poulos, Cfp® work for?

Travis Poulos, Cfp® works for Mercer Advisors.

What is Travis Poulos, Cfp®'s role at Mercer Advisors?

Travis Poulos, Cfp® is listed as Regional Vice President at Mercer Advisors.

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

AeroLeads has found 1 work email signal at @vanguard.com for Travis Poulos, Cfp® at Mercer Advisors.

What is Travis Poulos, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 217 for Travis Poulos, Cfp® at Mercer Advisors.

Where is Travis Poulos, Cfp® based?

Travis Poulos, Cfp® is based in Portland, Oregon, United States while working with Mercer Advisors.

What companies has Travis Poulos, Cfp® worked for?

Travis Poulos, Cfp® has worked for Mercer Advisors, Vanguard, and Charles Schwab.

Who are Travis Poulos, Cfp®'s colleagues at Mercer Advisors?

Travis Poulos, Cfp®'s colleagues at Mercer Advisors include Josh Degiorgi, Ian Hamre, Cfa, John Carney Cfp®, Joshua Davis, and Lucas Schwaller.

How can I contact Travis Poulos, Cfp®?

You can use AeroLeads to view verified contact signals for Travis Poulos, Cfp® at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Travis Poulos, Cfp® attend?

Travis Poulos, Cfp® holds Bachelor Of Science - Bs, Business Administration, Management And Operations from Millikin University.

What skills is Travis Poulos, Cfp® known for?

Travis Poulos, Cfp® is listed with skills including Strategy, Investments, Asset Allocation, and Small Business Retirement Plans.

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