Travis J Brotherton
Financial Advising
Why pick this one
Travis J Brotherton serves clients with $250,000 plus and focuses on retirement, estate and legacy, and intergenerational planning.
Best for
- Clients planning to invest $250,000 or more
- Retirement savings and retirement income strategies
- Estate and legacy planning
- Intergenerational financial planning
- Sustainable investing
Look elsewhere if
- Investment amounts below $250,000
Specialties
- Sustainable Investing
- Wealth Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Focus areas include sustainable investing, retirement income strategies, and estate and legacy strategies
- Branch team includes Tara Page and Anna Pierce, both holding FPQP® credentials
- Physical office at 101 South Main Street in Waynesville, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 101 South Main Street, Waynesville, NC 28786
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- travis.brotherton@edwardjones.com
Services
- Financial advising
- Investment planning
- Retirement planning
- Estate and legacy planning
- Intergenerational planning