Rizza Financial Group of Wells Fargo Advisors

Focus
As a Financial Advisor for over 25 years, I believe in lifelong client relationships by offering highly-personalized, goal-oriented wealth management services and advice that help my clients achieve financial independence. Experience has taught me that each decision we make can have far-reaching effects on financial life and goals. As an advisor, being here for clients and their families during milestone moments from new beginnings to retirement is such a rewarding experience.

Background and experience
Through 2019 - 2021, I earned the Platinum Council award from Wells Fargo Advisors.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structure.

Prior to beginning my career as a Financial Advisor, I earned a Bachelor of Science Degree in Finance. In 1999, I started with Morgan Stanley in Glastonbury, Connecticut, and then transferred with the firm to Destin, Florida. In 2005, I joined Wells Fargo Advisors, and am proud to be part of a company who focuses on putting clients first and allows me to personalize my services to help ensure that each of my clients is treated as a valued individual. It has truly been a pleasure assisting clients with their investment planning needs for over two decades.

Maintaining a strong sense of community and a solid professional foundation are very important to me. I have been involved as a Board Member for the Walton Area Chamber of Commerce, Ambassador for the Destin Area Chamber of Commerce, Panel Member for the American Heart Association Heart Ball, Co-founder and Program Chair for Emerald Coast Emerging Leaders, and Board Member for the Waterfront Rescue Mission - Fort Walton Beach Mission. One of my most humbling accomplishments was to be the recipient of the James D. Neilson, Sr. Chairman’s Award for Volunteer Service. *

*The 2005 James D. Neilson, Senior Chairman’s Award for Volunteer Service by Destin Area Chamber of Commerce was bestowed by the Destin Area Chamber of Commerce as a result of Philanthropic efforts, unrelated to the business of the firm.

Focus
I provide high-level client service to individuals, families, and trusts ranging from the casual investor to ultra-high-net-worth clientele. My goal is to maintain a constant focus on our clients, putting my experience and the firm’s technology to work on their behalf.”

Background and experience
Travis began his career in Wealth Management in June 2006 with the Merrill Lynch Private Bank and Investment Group (PBIG) in San Francisco. Since then, he has served in several financial professional roles while performing a wide variety of tasks in service to the client’s wealth management needs. Travis joined Wells Fargo Advisors in 2019.
 
Travis provides high-level client service to individuals, families and trusts ranging from the casual investor to ultra-high-net-worth clients. In the past, his experience and service included tracking the performance of 100-plus advisory accounts, as well as specializing in the completion of customized monthly client reports. He managed his team’s 10b5-1 Trading Plan program where he created, implemented and executed 10b5-1 Trading Plans for some of Silicon Valley’s largest company executives. Currently, he is responsible for opening, closing and transferring client accounts and completion various daily administrative duties. He also acts as a branch liaison to upper management among several other duties.

Travis currently holds his FINRA Series 7 and 66 securities registrations. He graduated from the University of San Francisco with a B.A. in Politics and a minor in Business.