Travis Lovrien
Senior Wealth Advisor at Vanguard
Based in Scottsdale, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Scottsdale
Industry
Financial Services
Company size
26K
Contact information
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t•••••••@investor.vanguard.com
Phone
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Background
About Travis Lovrien
I actively partner with high-net-worth families, empowering them to live their purpose and passion both now and through their legacy goals. I have the pleasure of helping people find their why, manage their money effectively for their goals as a fiduciary, and with a team of experts help them navigate a wide range of financial planning topics from investments, tax efficiency, estate planning, charitable giving, and more. I also enjoy supporting, encouraging, coaching, developing, leading, and empowering those around me. I drive the development of both myself and also of a rapidly-growing department. I believe in treating every client with the respect they deserve. I believe in being trustworthy and genuine because these are the qualities that foster great relationships, excellent engagement, and exceptional value.
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