About

I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.

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Travis J. Harris

First Vice President – Investments
Financial Advisor

Phone Number

(919) 839-5834

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Andrea Mendoza

Registered Client Associate

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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