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Travis Barr, Financial Advisor

FINANCIAL ADVISOR
Travis C Barr

2425 48th Ave, Suite A, Vernon, BC V1T 3P9opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Sustainable Investing
  • Wealth strategies
  • Intergenerational planning
  • Retirement savings strategies
  • Retirement income strategies

About Travis

As a kid I loved going to museums, art galleries, and the zoo. I had the great fortune to have parents that tolerated my seemingly endless barrage of inquisitions. To my benefit, I was exposed to a vast body of knowledge and my curiosity has never abated. When I discovered the financial markets and investment theory, I knew I had found my purpose. It is the perfect intersection of history, science, and people. The value that I bring to my clients is disentangling the complexity of the markets. Our team and I provide personalized financial strategies that serve our clients...

Work History

  • Edward JonesFebruary 2023 to Current

Personal Interests

  • Golfing
  • Football
  • Movies & Entertainment
  • Podcasts
  • Wine Collecting/Enthusiast

Team Members

  • Karley Johnson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(778) 790-0801

Fax

(844) 851-1525

Office Address

2425 48th Ave
Suite A
Vernon, BC V1T 3P9opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More