Travis Poodiack

VP & Wealth Manager at Steward Partners

Travis Poodiack is an experienced financial advisor currently serving as a Financial Advisor at Poodiack Wealth Management since January 2015 and as Vice President - Wealth Manager at Steward Partners Global Advisory since November 2016. At Poodiack Wealth Management, a family-owned firm based in Keene, New Hampshire, Travis develops long-term, flexible financial strategies for individuals and families. At Steward Partners Global Advisory, Travis provides comprehensive wealth planning and investment strategies to a diverse client base, including family and multigenerational investors. Previously, Travis worked as a Financial Advisor at Poodiack Wealth Management Group of Wells Fargo Advisors from September 2015 to November 2016. Travis Poodiack holds a Bachelor of Science in Business Administration with a focus on Finance from UNH Peter T. Paul College of Business and Economics, earned in 2015.

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Keene, United States

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Steward Partners

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors.


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201-500

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