Coronavirus Operations Memo: Click Here | Magnus documents: Form ADV | Form CRS | Privacy Policy


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.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2020 Magnus Financial Group | Powered by AdvisorFlex

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.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Regarding client privacy, please view the following Magnus Privacy Notice