26 Aug Travis McKinney
Travis McKinney has over 14 years of experience in the wealth management industry, including nine years focused on regulatory compliance. As our Chief Compliance Officer, he is responsible for implementing and further developing the firm’s compliance program to ensure that all activities meet regulatory requirements.
Travis began his career in the wealth management industry in 2005. Prior to joining Gratus, Travis served as a Compliance Manager for RSM Wealth Management (RIA with over $8.5 billion in AUM and AUA) and Carroll Financial Associates (RIA with over $2.4 billion in AUM) for a combined nine years in Charlotte, NC.
Travis earned his Bachelor’s in Finance from the University of Tennessee in 2003. He held the following licenses and registrations during his tenure in the wealth management industry:
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 53 – Municipal Securities Principal
- Series 63 – Uniform Securities Agent
- Series 65 – Uniform Investment Adviser
Travis is an active supporter of Tomorrow’s Youth Organization, International Rescue Committee, and Central Presbyterian Church (Atlanta).
Outside the Office
A native North Carolinian, Travis moved to Atlanta in 2019 and quickly embraced all the city has to offer, from the arts, parks, and Beltline. During his free time, he enjoys playing tennis, running, attending concerts, and world travel.