David R. Travis, CFP®
Senior Advisor - Partner, CFO
Dave is a graduate of Towson University with degrees in business administration and accounting and is a CERTIFIED FINANCIAL PLANNER® Practitioner. Dave started and ran his own financial planning firm for five years before joining Financial Council in 2002. He has instructed other financial planners who are studying for the CFP® certification by teaching estate planning and investment courses at the University of Baltimore, and he has provided educational seminars for the faculty and staff of Johns Hopkins University and LifeBridge Health.
Dave holds the FINRA Series 7, 63, and 65 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA and a Registered Investment Adviser.
Dave was a long-time resident of Harford County, but now resides in Baltimore County with his wife, Anne. He enjoys spending his free time at Broad Creek and Ocean City, Maryland. He is especially proud of his youth basketball team, which he coached to a championship, and his 15U baseball team, which competes in the spring.