Travis Gleason, CFP®, is a Financial Advisor at CAPTRUST, based in St. Paul, Minnesota. They joined CAPTRUST in late 2024 after TruNorth Wealth Partners transitioned into the firm. Specializing in wealth management for executives at publicly traded companies, Travis assists clients in managing their complex financial ecosystems, allowing them to focus on their professional endeavors. Prior to this, they held various roles in wealth management and financial services, including positions at TruNorth Concierge Wealth Management, TruNorth Wealth Partners, and TD Ameritrade. Travis enjoys outdoor activities with family and is actively involved in music ministry and community service in the Minnesota Down Syndrome community.
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