Delivering insightful advice Building on a foundation of trust

James D. Travis Jr., CFP®

First Vice President - Wealth Management
Wealth Advisor

phone

215-496-2122



Connect with me on LinkedIn


address

1735 Market Street
35th Floor
Philadelphia, PA 19103



Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts