Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Travis I. McCoy has been providing financial strategies to individuals, families, organizations, and businesses for nearly eight years. He listens closely to each of his clients so that he may clearly understand the defining aspects of each of their lives. He then creates a particularized financial strategy that aligns with each client’s exclusive priorities and goals.
Mr. McCoy graduated with a Bachelor of Arts degree in Political Science from the University of Mary Washington in Fredericksburg, Virginia. He then earned his Juris Doctorate from the University Of Dayton School Of Law in Dayton, Ohio. Prior to his career in the financial services industry, Travis worked for the United States Senate and House of Representatives. While serving on Capitol Hill he handled retirement and pension issues for the House Education and Workforce Committee.
After leaving his role on Capitol Hill, Mr. McCoy was a business attorney and federally registered lobbyist. As a lobbyist, he was a vocal advocate for small businesses. He not only preserved certain federal laws and regulations, but was able to assist in changing state laws as well to allow businesses to thrive.
Mr. McCoy follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community. When he is not serving clients or the community, Travis enjoys all the outdoor activities that Colorado has to offer. He also loves sports, is an avid reader, and a long time movie buff.
University of Mary Washington
University of Dayton School of Law
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.