Travis Clark
Senior Financial Advisor | Guiding Professionals & Families Through Life Transitions & Long‑Term Wealth Planning | Merrill Lynch Wealth Management
- Role
- Senior Financial Advisor, Assistant Vice President at Merrill Lynch
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Travis Clark
Proud Father, family man, and transplant to Indianapolis by way of Chicago! Since joining Merrill in 2019 my focus has been to build and enhance relationships. I work primarily with executives and multigenerational families navigating retirement transitions, equity compensation, and long‑term legacy planning. As a member of the A\'Hearn Stevens & Associates team building trust is priority #1. Whether you are in need of financial guidance, or are considering a change, a conversation is the first step towards making the next informed decision. Looking forward to connecting!
Experience
Senior Financial Advisor, Assistant Vice President
Aug 2019 — Present
Education
Evanston Township High School (ETHS)
High School
2004 — 2008
Lake Forest College
Bachelor's Degree
2008 — 2012
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