Travis Boyer (CFA®, CFP®)

Travis Boyer focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Travis returned home to join Parsec in 2012. He is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. Travis is a member of the CFA Institute and the CFA North Carolina Society. Previously he had worked as an Analyst with Wells Fargo Advisors and as a Client Service Associate with Edelman Financial Services. He holds a Bachelor’s degree in Business Administration from the University of North Carolina at Chapel Hill.

NAPFA Start Date

February 28, 2017

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This Office

6 Wall St Asheville, NC 28801-2710 Phone: (828) 255-0271