As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. It is especially gratifying to work for a company so aligned with my belief that the client comes first.
I believe it's important to spend the time with you to ensure that you are both comfortable and confident in your financial strategy. We work with you to make sure you feel understood, informed and in control.
The strong client relationships that I enjoy today have been built through my 11 years of experience in continually improving my strategies in order to tailor them to the needs of my clients. Having personally lived through a few 'life changing events', I have gained a deep understanding and appreciation for many of the challenges in life that we can all go through.
On a personal note, I grew up in central Massachusetts in the town of Brimfield. Those early years spent in a small town taught me a love for being an integral part of my community and enhancing the lives of others. I have been a North Andover resident now for the past 21 years. I love to pursue new adventures and the joys of living with those I love. Nothing brings me greater joy than spending time with them. Together, we enjoy our pets, the outdoors, skiing, boating, sailing, kayaking, golf, motorcycling, hiking, traveling and discovering new foodie treasures.
My branch team includes Jill Harris. We work together to create an ideal and comprehensive client experience through advanced technology and support to make sure our clients receive the very best service from our branch. As a team, along with the resources of our home office, we welcome the opportunity to work confidentially and discreetly with your attorney, accountant and other trusted professionals to make sure that we understand your complete financial picture and deliver a tailored strategy for you and your goals.
We invite you to call our office and schedule a complimentary portfolio review and discussion.
- Wealth Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
Office Address820 Turnpike St Ste 202
North Andover, MA 01845
Phone NumberTravis Holland at (978) 686-1018
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 06:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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