Verified recordFinancial Services

Travis Bonifacic

Senior Financial Advisor, Vice President at Merrill Lynch

Based in New Orleans, United States

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Seniority

Vp

Department

Finance & Accounting

Location

New Orleans

Industry

Financial Services

Company size

35K

Contact information

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Email

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t•••••••@ml.com

Phone

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+1 ••• •••• ••••

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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.

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