Position:
Financial Planner at Waverly Advisors, LLC
Location:
Dayton, Ohio, United States
Found email addresses for Tracy Travis:
Found phones for Tracy Travis:
Nov 2024 - Current
May 2015 - Nov 2024
Mar 2009 - Apr 2015
Their professional focus is Customer Relationship Management (CRM), Estate Planning, and Estate Tax Planning across 3 core areas.
Bachelor of Business Administration (B.B.A.) at Marshall University
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