J. Travis Rice

Senior Vice President, Investments @Raymond James

Louisville, KY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2014 — Present

Senior Vice President, Investments @Raymond James

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Louisville, KY, US

Travis is a Certified Investment Management Analyst and has more than 27 years of experience in the financial services industry. He is passionate about helping people visualize their financial future, developing strategies designed to achieve their goals, guiding them along the way and helping them avoid the emotional decision-making that is often part of typical investor behavior.Travis strives to know his clients on a deeply personal level to gain a greater understanding of them and to offer highly relevant advice for all aspects in their financial lives. He believes this enables his clients to best benefit from his experience, resources and dedication to helping them. Before joining Raymond James in 2014, Travis held many prominent positions in Louisville, including Executive Director of JPMorgan Private Bank; Senior Vice President of CD Funding Group, LLC; Senior Vice President and Managing Director of PNC Institutional Investments; Vice President, Investments of Fifth Third Bank; and Vice President of PNC Trust & Investments. He earned an MBA from Xavier University and a Bachelor’s Degree from West Virginia University.

ABOUT J. TRAVIS RICE

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J. Travis Rice — Senior Vice President, Investments at Raymond James in Louisville, KY, US | Unifers