Travis McCurry is a client focused advisor who works to help his clients achieve their long term financial goals and objectives. His primary areas of concentration are financial planning, retirement solutions, asset allocation and insurance needs analysis. Travis adds value for his clients by educating them on the concepts and strategies that go into the development of their financial plan. He holds FINRA series 7 & 66 securities registrations and has his Life and Health Insurance license.
Travis McCurry is a Knoxville native and a graduated from the University of Tennessee with a Bachelor of Science in Business Administration. After graduating Cum Laude with a major in Finance, Travis spent two years in retail banking and several years in commercial real estate brokerage. Away from the office, Travis enjoys spending time with his wife Courtney and three daughters Madelyn, Lydia and Allie.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies