wiseradvisor

Travis Mudd, CFP®, CPFA, CEPA®
Merrill Lynch

Tel: 314-997-2931
1630 S. Lindbergh Blvd
Saint Louis, MO 63131
Merrill Lynch | Financial Advisor in Saint Louis ,MO

About Merrill Lynch

Our team is distinctive in its focus and its depth. We work with an elite group of clients who encounter opportunities and complexities as a result of wealth. We have built our team to respond to the particular needs of clients, from large-scale issues like portfolio management, tax minimization, and estate planning strategies, to day-to-day issues like bill paying and account organization. We relish the opportunity to streamline clients financial lives so that they can focus on the family and business pursuits they find most rewarding.


General Information

Firm Start Year:   1921
Name of Broker/Dealer:   Merrill Lynch
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management


Services

Investment Types:   Alternative Investments, Annuities, Mortgages & Real Estate, Commodities, Stocks, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Phone, At your home, Video Conference, Via Email


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Life


Firm Information

Assets Managed by Advisor:   $420,000,000


Compliance

I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets


Education

Bachelor of Science - Finance - Finance  University of Missouri-St. Louis
01/01/2008-06/01/2010



Faqs

  • Do you have a customer satisfaction or refund policy? No. However, our client portfolios are completely liquid with no surrender schedule or large up-front fees. Any client can choose to terminate the advisor-client relationship at any time without negative financial repercussions.
  • Why should I choose you as my financial advisor? I am a CERTIFIED FINANCIAL PLANNER" by the CFP Board along with almost 10 years in the financial services business and received my Bachelor of Finance degree from the University of Missouri-Saint Louis.
  • What are your qualifications? What is your education background? Our team utilizes Monte Carlo analysis to stress test client goals and portfolios. The detail-focused approach optimizse cash flow and asset allocation.
  • How do you charge for your services? We offer a comprehensive approach to your financial life, primarily fee-based financial services, and a focus on estate planning needs.
  • How are you compensated? How will I pay for your services? Our team managed $420,000,000 in assets and less than 320 Households which allow us to provide customized client-centric planning services.
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Travis Mudd

Travis Mudd

CFP®, CPFA, CEPA®

I am married with 3 children under the age of 12. We enjoy Crossfit as a family and going to local parks together.

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My Services

Financial Advice & Consulting

Our team provides ongoing comprehensive financial advice and consultation for our clients. Our firm provides important oversight and fiduciary services for our clients as well as world-class investment and banking services.


Portfolio Management

At Merrill, we believe that your investments should be a reflection of you  your life, your priorities, your goals. One of the investment approaches available to you is the Merrill Lynch Investment Advisory Program. If the Merrill Lynch Investment Advisory Program is right for you, you will have access to personalized advice through your dedicated advisor. It offers you: A broad selection of investment solutions, including individual funds, equities and fixed income securities Access to strategies managed by us and from approved investment managers Ongoing monitoring of your investment advisory account Choice to maintain control of day-to-day investment decisions or delegate them to your advisor, Merrill or a third-party investment manager A customized and negotiated annual fee, based on your assets Access to tax efficient management overlay services we make available for eligible investment strategies, which seek to maximize the after-tax value of investments held in a taxable account


Retirement Planning

As Your Merrill advisor TJ will first help you to define the purpose of your wealth and then design and build a plan to help you achieve it. Heres what our process looks like: Discovery The most effective plan is the result of a trusting relationship, so we need to learn what matters most to you. Its more than just one conversationits a sharing, over time, of your values, life circumstances, family obligations and the causes that matter to you. Together, well identify the goals you want to move toward. Create a personalized plan Well identify specific solutions aligned with your goals and prioritize what to implement and when. If you have other professionals you rely on, such as an attorney or accountant, well consult with them to ensure all of us are moving in the same direction. Monitor and revise Your life isnt static, so neither is your plan. Well monitor your plan continuously. As your circumstances evolvea career change, a new child, an unforeseen health challenge, for examplewell adjust accordingly.