CONNECT

Address:

9311 San Pedro, Ste 600
San Antonio, TX 78216

Phone:

210.525.1241,866.454.8582

Fax/Other:

210.525.9461

Mark E. Travis, CRPC© | Senior Wealth Advisor

Located at SWBC Tower

9311 San Pedro Ave., Ste. 600 | San Antonio, TX  78216

Office: 210.321.7340

Toll Free: 800.527.0066 x17340

Fax: 210.468.4172

Email: mtravis@swbc.com

 

 

 

As a member of the SWBC Wealth Management team, Mark brings a unique financial perspective to an elite group of high-net-worth clients, delivering custom-tailored investment strategies.

 

Mark spends significant time in each client relationship to reach a complete understanding of their concerns and goals, and especially, to account for their comfort with market fluctuation. In doing so, he can effectively help clients plan for the accumulation, growth and protection of wealth, as well as its transfer to heirs and beneficiaries. Mark builds portfolios around research-driven analyses, because he recognizes that diversification across asset classes is essential to helping clients achieve their aspirations and enjoying peace of mind. Mark strives for optimal tax and cost efficiencies through careful screening for best-in-class stocks, bonds, money managers, funds and ETFs.

Mark strives to bring together the right people at the outset and welcomes the opportunity to work with a client's legal or tax advisor.  He meets challenges with streamlined solutions that simplify matters for clients.

Mark takes a well-rounded approach in providing thoughtful and timely solutions for a variety of products, including:

• Investments

• 401(k) and other retirement plans

• Education Planning

• Gifting

• Titling of assets

• Insurance (including long-term care)

• Estate Planning

Prior to joining SWBC in 2011, Mark was an Assistant Vice President/Financial Advisor at Merrill Lynch for nine years. He holds the Chartered Retirement Planning Counselor (CPRC) designation and FINRA Series 7, 31 and 66 licenses. Mark is a graduate of Midwestern State University in Wichita Falls, Texas, where he received his Bachelors of Business Administration in Finance.  

Check the background of this investment professional on FINRA's BrokerCheck.

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck