Position: Managing Director
Phone: +1 817 354 1090
LinkedIn: View Profile
Travis Crowell is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Travis is responsible for meeting with clients to help them address their needs and goals, developing financial plans for clients and helping to enact them, and to serve as a resource to assist clients in adhering to their plan. Travis specializes in retirement planning, specifically the distribution phase, this helps clients have a greater sense of security and peace of mind in their retirement years because they have a strategy for a sustainable income stream.
Prior to Leo Wealth, Travis was a Financial Advisor with JPMorgan Chase and Ameriprise Financial.
Travis and his wife, Hilary, have been married for 15 years and have three daughters, Bailey, Roslyn, and Lillian. Travis earned a Bachelor of Business Administration in Financial Management from Abilene Christian University.