Deep Enrich
Travis mccollum, cfp®
765 followersTimeline
About me
Executive Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott
Education
Wake forest university
1991 - 1995Bachelor of arts (b.a.) communication and media studies; psychology
Experience
Legg mason
Mar 1996 - Sept 2005Financial advisor
Wells fargo advisors
Sept 2005 - Aug 2011First vice president
Robert w. baird & co.
Aug 2011 - May 2024Managing directorFor the members of The McCollum Group, our motive is simple: we care about people, their families and their future. The team leverages more than 70 years of combined experience, deep expertise and the global resources of Baird to work with each of our clients to achieve their goals. To learn more, visit our website at www.McCollumGroup.com
Janney montgomery scott llc
Apr 2024 - nowExecutive vice president / wealth management, financial advisor
Licenses & Certifications
- View certificate
Certified financial planner™
Certified financial planner board of standards, inc.May 2006
Volunteer Experience
Board Member
Issued by Myers Park Trinity Little League on Jan 2015
Associated with Travis McCollum, CFP®
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