Sean Travis
Edward Jones
Cornelius, North Carolina
Contact
How to contact
Call 980-525-6309
Professional Profile
Call Me When
you're looking for a quarterback to help organize, build, protect, and transfer wealth
Professions
Wealth Manager
Functional Expertise
Business development
Business management
Change Management
Charitable giving
Family business
Finance
Financial Modelling
Investments
Philanthropy
Retirement
Risk management
Strategic planning
Tax
Exit/Transition Planning
Business Focus
Focused on helping Business Leaders and their extended families
Professional Certification
MBA, Certified Financial Planner
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
Client Industries
Computer/Electronics
Health/Pharma/Biotech
Manufacturing
Advisor Resource Relationships
EPI
Chapter information
Membership
Charlotte Individual
Member since
New Member
Why I'm a Member of XPX
I help clients and business owners reach their full potential
Make XPX Part of Your Business Plans
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