Read about Avidian’s acquisition of Equistar Wealth Management and our unparalleled client service in Austin here.

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Travis Oglesby is an industry veteran who began his career in financial services after graduating from Truman State University in 1999 with a bachelor’s degree in finance. He later continued his education to receive an MBA from Rockhurst University.

Travis adeptly leverages the intellectual capital offered by the Avidan Wealth Solutions Family Office environment. Mr. Oglesby’s clients all receive carefully coordinated, strategic, and tactical access to an in-house team of credentialed Financial Planners, attorneys, tax professionals, investments analysts, and insurance professionals who are equally passionate about working together to address all aspects of their financial well-being.

Before joining Avidian Wealth, Travis spent 19 years with Ivy Distributors, with the last 12 years as Regional Vice President of South/Central Texas. As Regional VP, Mr. Oglesby taught financial advisers market forecasts, risk management, investment selection, and client servicing techniques.
Travis and his wife, Rucia, have been married since 2015 and have two children, Finn and Piper.

Education & Designations

MBA, Rockhurst University

Bachelor’s Degree in Finance, Truman State University

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