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.
Mr. Oglesby 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.
Prior to joining Avidian Wealth, Mr. Oglesby spent 19 years with Ivy Distributors with the last 12 years as Regional Vice President of South/Central Texas. In the role of Regional VP, Mr. Oglesby provided education to financial advisers on market forecasts, risk management, investment selection, and client servicing techniques.
Mr. Oglesby and his wife, Rucia, have been married since 2016, and are now enjoying parenthood with their toddler son, Finn, and infant daughter, Piper.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!