Advisor profile


My approach

Travis Warren - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Travis Warren - My approach photo

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science Degree in Business with a major in Finance, East Carolina University

Interests

Spending time with my family is very important. I find joy in coaching my son's baseball and soccer teams throughout the year. I also like to spend free time visiting my old university, East Carolina, to cheer on their baseball, basketball and football teams.

Community participation

15 years locally coaching of sports

  • Pitt County Pirate Club Board
  • Member of the Pitt County Chamber of Commerce