Travis Neal

Financial Paraplanner

Travis provides clients with lifelong protection plans and provides business owners with fitting healthcare programs. He joined the CFA team in 2018 and was tasked with managing relationships for current clients of the firm. Travis is also responsible for instrumenting marketing, recruiting, and training programs. He now assists lead advisors build out protection and growth strategies for business owners and individuals. 

Travis was raised in Panama City, FL. Prior to CFA, he studied international relations and played collegiate soccer. He then gained marketing experience at a large corporation before moving to South Florida in 2016. 

Travis spent his final undergraduate years at Florida Atlantic University, where he learned the ins and outs of entrepreneurship training from the university’s Director of the Adams Center for Entrepreneurship. He has since developed a passion for working with business owners in South Florida to ensure their practices are poised to grow. Travis is supported by an enthusiastic and adaptive team ready to help clients through any situation.

When not in the office, Travis can be found reading, playing soccer, or listening to Spanish music