Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Travis Daugherty is a Senior Financial Advisor at Merrill Lynch Wealth Management with 28 years at the firm and over 25 years of experience in the financial industry. He specializes in working with wealthy families and individual investors, focusing on areas such as restricted stock sales, 10B5-1 plans, cashless option exercises, fixed income and equity trades, 529 plans, and large block equity trade transactions. Travis collaborates closely with trading desks to execute a range of taxable and tax-exempt trades and corporate transactions.
Travis holds a Bachelor’s Degree from Cal Poly San Luis Obispo and has earned the Personal Investment Advisor (PIA) designation. He emphasizes creating flexible, personalized wealth management strategies tailored to clients’ long-term goals, incorporating insights from Merrill Lynch and resources from Bank of America. In addition to his professional work, Travis is active in community volunteer efforts and pursues personal interests including baseball, football, golfing, hiking, running, skiing, swimming, tennis, traveling, and spending time with his family.
Merrill lynch, pierce, Fenner & Smith incorporated
2009 - Present (17 years)
Bank Of America, N.a.
2003 - Present (23 years)
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