Travis Propst
Senior Vice President - Wealth Management at Ubs
Based in Atlanta, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Atlanta
Industry
Financial Services
Company size
118K
Contact information
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t•••••••@ubs.com
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Background
About Travis Propst
Travis has 20 years of experience in the financial services industry and specializes in portfolio management and investment strategies. In addition to the PMP certification awarded to a select few advisors who have undergone rigorous testing and achieved certain business milestones, Travis holds Series 7, 63, 65 securities and Georgia Insurance licenses, and has special training in the area of Long Term Care. He began his career at Robert Thomas Securities and managed portfolios at Smith Barney until he joined Merrill Lynch in 2006 as a Senior VP of Investments. Because of the success of his business model and high client retention there, he was asked to serve as a mentor to new advisors. In 2012 he moved to UBS to form Bridgeline Wealth are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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