Rick Travis

Partner & Chief Fiduciary Officer at Equitable Trust - Nashville, TN, US

Rick Travis's Colleagues at Equitable Trust
John Steele

President

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Cynthia Jones

Principal and Senior Vice President

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Deanna McCulley

Vice President

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Darlinda Jones

Senior Vice President

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Tiffany Snow

Client Service Specialist

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Wick Ruehling

Partner, Trust & Estate Advisor

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John Ford

Financial Officer

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Rick Travis's Contact Details
Email (Verified)
***@equitableco.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
615-460-1160
Location
Company
Equitable Trust
Rick Travis's Company Details
Equitable Trust logo, Equitable Trust contact details

Equitable Trust

Nashville, TN, US • 20 - 49 Employees
Financial Services

Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with more than $3.5 billion in assets for investment advisory, family office, and trust & estate services. Our client centric culture focused on listening and problem solving enables the highest level of personalized service. Specifically, we focus on three main areas of financial and fiduciary services:Asset Management- Asset Allocation- Portfolio Management- Third Party Manager Evaluation and Selection- Individual Stock Selection- Institutional Consulting: 401(k), Endowment, Foundation Trust Services- Trust Administration- Directed Trusts- Estate Settlement- Real Estate AdministrationPlanning- Estate- Retirement- Education Funding- Charitable Giving- Family Office Services

Financial Services Financial Advisory Services
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Frequently Asked Questions about Rick Travis
Rick Travis currently works for Equitable Trust.
Rick Travis's role at Equitable Trust is Partner & Chief Fiduciary Officer.
Rick Travis's email address is ***@equitableco.com. To view Rick Travis's full email address, please signup to ConnectPlex.
Rick Travis works in the Financial Services industry.
Rick Travis's colleagues at Equitable Trust are John Steele, Cynthia Jones, Deanna McCulley, Darlinda Jones, Tiffany Snow, Wick Ruehling, John Ford and others.
Rick Travis's phone number is 615-460-1160
See more information about Rick Travis