Travis Dauchy
Travis Dauchy is a Partner at Atlas Private Wealth Advisors. Travis has served the needs of individuals, families, business owners and executive teams since 2000. As a CFP® practitioner he has helped clients with complex analysis of retirement planning, business sales, LBO buyouts, options analysis, tax planning and pension strategies.
Travis earned a Bachelor of Science in Management and quadruple minors in Economics, Banking and Finance, Human Resource Management and Information Systems from York College of Pennsylvania in 2000 and holds multiple registrations including General Securities Representative (Series 7) and General Securities Principle (Series 24) through LPL Financial, and Uniform Combined State Law (Series 66) through both LPL Financial and Atlas Private Wealth Advisors. He also has the Life, Accident and Health Insurance licenses.
He brings experience with Fortune 100 companies to the custom capabilities that Atlas PWA offers. He enjoys helping people pursue their goals, plan their future and structure their legacies.
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