Travis Yoshio Wilson
Managing Director | Wealth Management Advisor
- Role
- Managing Director at Openarc Corporate Advisory
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Travis Yoshio Wilson
Travis is a member of OpenArc Corporate Advisory – a dedicated team of financial advisors focusing on delivering corporate benefits and individual advice & guidance to clients.Working with families to simplify their financial lives, Travis focuses on creating strategies that support your financial goals. He supports clients by taking actionable steps via asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services that support optimized outcomes. He is committed to crafting unique financial strategies that build, manage and preserve wealth for current and future generations.Travis is a graduate of the University of Miami where he received his BBA in Finance with a minor in Marketing.
Experience
Managing Director
Sep 2025 — Present · Atlanta, GA, US
OpenArc Corporate Advisory is a national independent, registered investment advisory firm serving private clients and institutions across the country.
Education
University of Miami
Bachelor's Degree
2010 — 2014
Skills
- Management
- Microsoft Excel
- Powerpoint
- New Business Development
- Finance
- Time Management
- Financial Analysis
- Marketing
- Teamwork
- Banking
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