Sandy Travis, AAMS®
Client Service Advisor
sandy.travis@sageprivatewealth.com
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Sandy Travis

Sandy brings over 9 years of financial industry experience having started his career with National Life Group. As an Investment Adviser Representative, his focus was on providing comprehensive wealth management solutions for clients including financial planning, investment management and insurance.

Sandy joined SAGE Private Wealth Group in 2017 as a Client Service Adviser working closely with clients. Using the SAGE Wealth Management Standard of Care, Sandy provides service excellence to clients to help them achieve their financial objectives to live out their dreams and realize the quality of life they aspire to have. Sandy believes that successfully achieving this mission begins and ends with proper financial planning coupled with the guidance of an advisor passionate about serving clients, upholding the highest standards of honesty and integrity, and an empathy for each clients’ unique circumstance.

Sandy graduated from the University of Iowa with a Bachelor of Arts in Journalism and Mass Communications. He holds his Series 7, 63, and 65 securities licenses and the Illinois life insurance license.

Sandy was born and raised in Hinsdale, Illinois and currently resides in downtown Chicago. When he is not working, he is active with his church and several club activities. He enjoys spending time with friends and family. When time allows, Sandy can be found reading for pleasure, golfing, kayaking, playing the guitar and attempting to cook.

Raymond James is not affiliated with any of the organizations listed above.


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