Travis Poulos, Cfp®
AeroLeads people directory · profile

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
Role
Regional Vice President
Location
Portland, Oregon, United States
Company size

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.

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
Employees
413
AeroLeads page
4 roles

Travis Poulos, Cfp® work experience

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

Regional Vice President

Current

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

Charlotte, North Carolina, United States

Jun 2021 - Oct 2023

Vp - Branch Manager

Tacoma, Washington

Nov 2016 - Jun 2021

Vp- Financial Consultant

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 →

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.

Find 750M verified contacts

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