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.