Jim Travis

Jim Travis, CFP®, is the Senior Vice President of Wealth Management at UBS, where they focus on building strong client relationships and managing wealth as a passionate pursuit. Prior to their current role since 2011, Jim held positions at Wells Fargo as First Vice President and Associate Director, and served as Vice President at Morgan Stanley. Jim earned an MBA in Finance from the Fox School of Business at Temple University and a CFP designation from the College for Financial Planning. Their early education includes a BA in Policy & Management Studies/Economics from Dickinson College.