Travis Haines started his career path at Merrill Lynch over two decades ago. He worked his way up in the ranks only to realize how much he enjoyed supporting clients in an administrative capacity. His approachability as an individual has served him well in his years of client service interactions, problem-solving, and conflict resolution.
During his twenty-three years at Merrill Lynch, Travis fine-tuned his expansive skill sets to adapt to all aspects of Operations, Client Service, and Internal Branch Systems. Always one to strengthen his knowledge base, Travis eventually chose to earn his Series 7 and 66 licenses to become a registered admin.
With this rich background of industry experience, Travis is a valuable asset in supporting CPCP financial advisors and our top-notch (in our humble opinion) clients. He is your go-to contact for anything service or operations-related.
A North Atlanta native, Travis attended Young Harris College, where he met his better half and wife, Tonya, as a fellow student. They have three children and enjoy spending time together in the North Georgia mountains to hike, camp, or fish whenever possible.