As a committed financial professional with over 20 years of finance experience, Travis Smith is dedicated to helping individuals build financial stability, multi-generational wealth, and economic opportunities.
Travis’ has established his reputation for building positive relationships with clients. As a Financial Professional at New York Life Securities, LLC and New York Life Insurance Company, Travis seeks to understand client’s financial needs and risk, and provides guidance on insurance protection, wealth accumulation and legacy preservation.
Travis aspires to help clients discover financial opportunities available to them and manifest their financial dreams. He is a member of New York Life’s, African American Market Unit, and was presented the “Gold Award” in 2019 for creating financial stability, economic opportunity, and multigenerational wealth. With the assistants of CPA’s and Estate Attorneys he makes it a priority to educate clients on the important elements of key legal and financial concepts that improve the well-being of a client.
Travis received his Bachelor of Science degree in Business Administration with a concentration in Banking and Finance from Johnson C. Smith University. He furthered his education at Strayer University receiving a Master of Science in International Marketing.
Travis is a servant leader and 20+year member of Alpha Phi Alpha Fraternity, Inc. and the Alpha Foundation. He has served as President, State board, Project Alpha Committee member, Furman University Diversity and Inclusion team member, He is a member of Kingdom Life Church, Simpsonville, SC. and invests in his community by actively participating in United Way’s Hands on Greenville, Susan G. Komen Race For the Cure Golf Tournament, March of Dimes, and donates to the Blood Connection.
Travis is a native of South Carolina, where he grew up in Greenville, and was recognized as an Upstate Black History Maker. He currently resides in Blythewood with his wife of 19 years and their dog, Lincoln.
In his spare time, he enjoys playing golf, playing billiards, and cheering for JCSU- Golden Bulls, Clemson Tigers, and the Philadelphia Eagles.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.