Travis J. Caruso
Prior to joining Strategies for Wealth, Travis worked at JP Morgan Chase as a Licensed Banker, Sales Manager, and Branch Manager for 10 years. He also worked at Wells Fargo Bank as Branch Manager for 3 years.
Travis joined Strategies for Wealth because of their vision and value of putting the client before everything. Protection first, fully, and forever is a philosophy he believes is essential to adding true value to the lives of his clients.
In his free time he loves to travel and experience life with his wife, Sally, daughter, Isa, and son, TJ. Family comes first and he cherish's every moment he has with them.
Education and Training:
University of New Mexico - B.S. in Sociology
Series 6, 7, 63 Life/Health
Community, Charitable or Professional Organizations/Associations:
Wounded Warrior Project
Habitat for Humanity
New York Red Bulls Supporters Club (soccer)
Everton FR Supporters Club (soccer)
Awards and Honors:
President's Club Licensed Banker JP Morgan Chase (top 300 Banker in the Company 2006-2008)
Gold Branch Manager (Top 3% in Company) 2013
Customer Experience Leader and Number 1 in Northeast Market for Overall Customer Experience Satisfaction 2015-2016
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 120 Broadway, 37th Floor New York, NY 10271. phone: 212.701.7900. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.