As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2003 as a financial advisor in Lake City and received a limited partnership in 2006. Prior to my career with Edward Jones, I spent seven years as a trumpet player in the United States Marine Band. I earned a bachelor's degree in technical management from Embry-Riddle Aeronautical University. In addition, I received the AAMS™ (Accredited Asset Management Specialist™) designation from the College for Financial Planning in 2006. The AAMS™ designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife Megan, and I have four children, ages 21, 19, 11 and 10. Originally from Williston, FL, I have lived in Live Oak since 2006. Active in the community, I have served as a past president for both the Live Oak Rotary Club, Suwannee County Chamber of Commerce and the American Cancer Society. I have served the firm in many roles and currently serve as a regional leader for Region 31 in Northeast Florida.
I have three branch office administrators who are dedicated to providing you with the highest level of service possible. Stephanie Baker has over 21 years of experience in the industry. Cassie Hart has been working with my branch since 2012 and Susanne Schoen has worked with our team since 2018.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
My Personal Interests
- Coaching Sports
- Spending Time with Family
Office Address123 Howard St E
Live Oak, FL 32064 opens in a new window
Phone NumberTravis Henry at (386) 364-1657
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