Tracy E. Travis joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Financial Planner at Waverly, Tracy brings several years of experience in Retirement Planning, Estate Planning, Social Security, Generational Wealth Planning, and Charitable & Family Gifting. Tracy enjoys working alongside her Waverly team to provide clients with a complete financial plan to reach financial success.
Tracy cherishes the moments spent with her husband and son. You will find them spending their time camping and exploring the outdoors as well as cheering on the Ohio State Buckeyes, Cincinnati Reds and Columbus Blue Jackets. Tracy also enjoys spending her free time baking and trying out new recipes.
Education
Bachelor of Business Administration in Finance
Marshall University
Certified Estate and Trust Specialist
Certified Exit Planning Advisor
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