Travis Bonifacic
Senior Financial Advisor, Vice President at Merrill Lynch
Based in New Orleans, United States
7-day free trial · no credit card
Seniority
Vp
Department
Finance & Accounting
Location
New Orleans
Industry
Financial Services
Company size
35K
Contact information
Reveal Travis's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
t•••••••@ml.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Travis Bonifacic
As a member of The Eustis Group I work with families, business owners, and foundations to provide structure, organization, and efficiency around their balance sheet. We begin every relationship with a detailed financial analysis of the current situation. This comprehensive review provides the information needed to offer suggestions tailored to your distinct needs. The Eustis Group measures true wealth by more than just numbers on a balance sheet. Our passion and purpose is to help clients achieve a level of financial freedom that allows them to fully experience the lives they imagine. A life free of worry and rich in things money cannot buy. Connecting with our clients emotionally, as well as analytically, enables us to create potential solutions as unique as each client we are privileged to serve. My free time is spent with my wife, Noreen, and our three young children. They keep us busy with a seemingly endless amount of activities.and I wouldn't have it any other way. The mountains of Colorado is our happy place and has become our favorite winter and summer vacation spot. I enjoy starting the day with exercise and ending it with a cocktail. I love playing golf, skiing, attending sports and music events, hanging out with friends. Confucius says "We have two lives, and the second begins when we realize we only have one". Don't waste another day "thinking" you are on the right financial path.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Decision-makers
Other people at Merrill Lynch
- KHOther
Karen Hixson
Client Support Specialist · Other
- GMVp
Gerry Mitchell
Wealth Management Advisor, First Vice President · Sales & Business Development
- JMDirector
Jeffrey Mote
Wealth Management Advisor, Senior Vice President · Finance & Accounting
- JBStaff
Josh Bauder
Client Service Manager · Finance & Accounting
- GWVp
Gene Williams
Vice President - Senior Financial Advisor · Finance & Accounting
Build a list of verified contacts at Merrill Lynch
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Travis
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime