Travis Walters

Travis leads client service teams across Wealthspire’s New York region while continuing to work directly with clients and advisors. With 15 years of wealth management experience spanning client service, operations, and custodial relationship management, he is responsible for creating consistency across the client experience and helping teams navigate situations that do not fit a standard path. His approach is simple: put yourself in the client’s shoes and think two steps ahead. That means anticipating what may be needed next, catching details early, and taking ownership until the work is complete. Travis continues to support complex client relationships involving multiple entities, trusts, business interests, private investments, and estate-related needs where experience and judgment are especially important. As a Resource Specialist, he also serves as a firmwide source of expertise on some of the more complicated areas of client service, including private investment administration, estate settlement, and trust setup. Colleagues turn to him when they need a practical path forward, and he takes particular pride in coaching other client service professionals and watching them develop into trusted resources for clients and colleagues. Prior to his career in wealth management, Travis was a Claims Examiner with the Special Funds Conservation Committee of the New York State Workers’ Compensation Board. Travis earned a Bachelor of Arts in Political Science from SUNY Buffalo State University and holds the Series 65 license.