Travis Henry, Financial Advisor located in Live Oak, FL

Financial Advisor
Travis Henry

CFP®, CEPA®, AAMS®
123 Howard St E, Live Oak, FL 32064opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Coaching Sports
  • Fishing
  • Football
  • Hunting
  • Spending Time with Family

Team Members

  • Stephanie Baker
    Registered Branch Associate
    AAMS®
  • Susie Schoen
    Sr. Branch Office Administrator
    FPQP®
  • Ciera Butts
    Associate Financial Advisor
  • Darlene Gambel
    Sr. Branch Office Administrator
  • Rachael Tanksley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(386) 364-1657

Fax

(877) 428-7699

Office Address

123 Howard St E
Live Oak, FL 32064opens in a new window

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