Travis Poulos
Regional Vice President @Mercer Advisors
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Regional Vice President @Mercer Advisors
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Portland, OR, US
Regional Vice President of Business Development with Mercer Advisors. Working with prospective clients and our local Wealth Advisor teams.
EDUCATION
2003
Millikin University
Bachelor of Science - BS
SKILLS
StrategyInvestmentsAsset AllocationSmall Business Retirement Plans
ABOUT TRAVIS POULOS
Regional Vice President - Mercer Advisors | Financial Planning - Estate Planning - Tax Strategies - Investment Management for Families, Businesses, and Institutions.
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