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About

Travis R. Nelson, CFP®

Vice President

Travis joined Magnus Financial Group in February 2020. Before joining Magnus, Travis was a Vice President - Financial Consultant at Charles Schwab & Co., Inc., providing financial planning and wealth management services to hundreds of clients including high net worth families and institutional clients. While there, he achieved several accolades for consistent top-level performance including the Chairman’s Club in 2018 and the Key Contributor Award in 2016, 2017 and 2018. He currently maintains his New York Life and Health license and previously maintained Series 7, 66, 9, and 10 licenses. He also earned the CERTIFIED FINANCIAL PLANNER™ designation in June 2018.

Travis grew up in Central New York and earned a Bachelor of Science degree with a double major in Marketing and Information Systems from Fairfield University. He competed at the Division 1 level as a four-year member of the men's lacrosse program, along with being a team captain for the 2007-08 season. Travis serves as a member of the Mentorship Program for current players on the team. With a passion for supporting those in need, Travis has also donated to the following public charities: ALS Association, Tuesday's Children, the St. Baldrick's Foundation, Cycle for Survival, Global Humanitarian USA, along with local schools and hospitals.

Travis lives on the Upper East Side of Manhattan with his wife, Lauren. They enjoy traveling, exploring new restaurants and spending time at the beach.

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90 Park Avenue, Suite 1800, New York, NY 10016 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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