Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Travis Bonifacic grew up in the New Orleans area and graduated from Jesuit High School. He received his Bachelor’s Degree from Florida State University where he spent two years on the football staff of legendary coach Bobby Bowden. Travis pursued his love of coaching at Louisiana State University as a Graduate Assistant under Nick Saban and Gerry DiNardo while obtaining a Master’s Degree. He ultimately decided to move on from coaching and in 2008 began a career in financial services. Travis enjoys getting to know his clients and learning about the needs, goals, and desires of their families and businesses. He will then create an individualized plan designed to meet the stated objectives. Along the way Travis will be there to help instill discipline to the plan, adjust as needed, and share in the successes and challenges of his clients. The true reward for Travis are the relationships created and fostered through consistent dialogue and sharing.
Travis volunteers much of his time coaching youth sports with multiple organizations in the New Orleans area. He is also an active member of the Jesuit High School Alumni Association and St. Catherine of Siena Parish.
Florida State University
Louisiana State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Structured Credit Executive
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Alternative Investments Regional Specialist
Bank of America, N.A.
February 11th, 2021|5:00 PM - 6:00 PM CST
Please join us as we sit down for an intimate evening with Nicholas Sparks, award-winning author and noted philanthropist. This discussion will take us through Nicholas’s journey throughout his life, career, and personal mission.
March 10th, 2021|5:00 PM CST
Please join Merrill Lynch Wealth Management as we welcome Dick Vitale ahead of Selection Sunday and the beginning of March Madness. We will hear about his career, his philanthropy, lessons learned from sports and how to apply them to business and daily life, and of course...college basketball. This is a conversation that is sure to be "awesome baby!"
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.
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We will work to help you stay on track, regardless of what the markets are doing.
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