BusinessHub Blog | SWBC

Taking care of employees is crucial for attracting and retaining top-tier talent. A progressive company culture, competitive salaries, and traditional benefits will always be a strong foundation for a...

Mark Travis

As Senior Financial Advisor for SWBC, Mark Travis has built long-term client relationships by providing comprehensive financial expertise, service, and oversight. Mark is well versed in helping clients solve complex and unique financial challenges, especially in his work with high-net-worth individuals, charitable entities, ERISA-covered defined benefit plans, and defined contribution plans. Mark holds the Chartered Retirement Planning Coordinator (CRPC®) designation; FINRA Series 7, 31, and 66 licenses; and Texas life and health insurance license.

Boosting Employee Benefits: Why HRAs Are a Smart Choice

Mark Travis

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Recent Posts

SECURE 2.0: Adjusting Employer Regulations to Avoid a Retirement Crisis

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5 Employee Benefits You Are Legally Required to Provide

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Navigating Mental Wellness: Strategies for Conquering Workplace Challenges

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Navigating Mental Wellness: Strategies for Conquering Workplace Challenges

Boosting Employee Benefits: Why HRAs Are a Smart Choice

Mark Travis

Subscribe

Recent Posts

SECURE 2.0: Adjusting Employer Regulations to Avoid a Retirement Crisis

4 Steps for 401 (k) Automatic Enrollment

5 Employee Benefits You Are Legally Required to Provide

The Importance of Women in the Workforce

Texas Commercial Real Estate Outlook for 2023

Navigating Mental Wellness: Strategies for Conquering Workplace Challenges

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Let Us Know What You Thought about this Post.

Navigating Mental Wellness: Strategies for Conquering Workplace Challenges