Mark Travis
Financial Advisor,
Financial Planning Specialist
Direct:
(215) 854-6070(215) 854-6070
My Mission Statement
Delivering high quality service with a wide array of investment
solutions. Understanding the unique needs of high-net-worth clients, which means working with you and your family, planning for your family’s unique goals to preserve and transfer wealth from one generation to the next.
solutions. Understanding the unique needs of high-net-worth clients, which means working with you and your family, planning for your family’s unique goals to preserve and transfer wealth from one generation to the next.
Welcolme Mesaage
Financial Advisor, Morgan Stanley
2000 – Present
You have a direction – my job is to help you find the best way to get there.
I am committed to helping successful business owners, professionals and families preserve, leverage and transfer their wealth through a financial planning approach that is personalized to each client’s unique needs. As part of Morgan Stanley, I can draw on the multi-disciplinary resources of a global investment bank and financial services company in order to achieve my clients’ goals while providing individualized service and attention.
I focus in particular on accomplished business people who can benefit from a wealth management strategy that is built to accomplish both their personal and professional objectives.
I am passionate about improving the quality of life for all residents of my hometown, Philadelphia, through active civic engagement in the Center City community. I am also a life-long avid traveler who is now introducing my teenage son and daughter to the adventure of seeing the world.
Skills
• Customized Wealth Strategies
• Family Wealth Advising
• Goal-based Wealth Management
• Estate Planning Strategies
• Business Exit Planning
• Advanced Tax Strategies
• Personal and Business Lending
• Individual and Company Retirement Plan Consulting
• Planned Giving
• Asset Management and 401(k) Rollovers
• Life Insurance and Cash Accumulation Strategies
• Disability Income Insurance
• Alternative Investments and Alternative Strategies
Education
Temple University, Biochemistry
Fells Research Institute, Temple University
• Bench Scientist, Protein Sequencing and Synthesizing in AIDS-related Research
Interests
• Morgan Stanley Investment Management
• Friends of Rittenhouse Square
• Arts + Business Council for Greater Philadelphia
• Avid Biker and Racer
• The Urban League of Philadelphia
• Association of African American Financial Advisors
• Board member Center City Residence Association
2000 – Present
You have a direction – my job is to help you find the best way to get there.
I am committed to helping successful business owners, professionals and families preserve, leverage and transfer their wealth through a financial planning approach that is personalized to each client’s unique needs. As part of Morgan Stanley, I can draw on the multi-disciplinary resources of a global investment bank and financial services company in order to achieve my clients’ goals while providing individualized service and attention.
I focus in particular on accomplished business people who can benefit from a wealth management strategy that is built to accomplish both their personal and professional objectives.
I am passionate about improving the quality of life for all residents of my hometown, Philadelphia, through active civic engagement in the Center City community. I am also a life-long avid traveler who is now introducing my teenage son and daughter to the adventure of seeing the world.
Skills
• Customized Wealth Strategies
• Family Wealth Advising
• Goal-based Wealth Management
• Estate Planning Strategies
• Business Exit Planning
• Advanced Tax Strategies
• Personal and Business Lending
• Individual and Company Retirement Plan Consulting
• Planned Giving
• Asset Management and 401(k) Rollovers
• Life Insurance and Cash Accumulation Strategies
• Disability Income Insurance
• Alternative Investments and Alternative Strategies
Education
Temple University, Biochemistry
Fells Research Institute, Temple University
• Bench Scientist, Protein Sequencing and Synthesizing in AIDS-related Research
Interests
• Morgan Stanley Investment Management
• Friends of Rittenhouse Square
• Arts + Business Council for Greater Philadelphia
• Avid Biker and Racer
• The Urban League of Philadelphia
• Association of African American Financial Advisors
• Board member Center City Residence Association
Securities Agent: IN, MI, VA, NJ, ME, DE, WI, RI, PA, CA, NY, NM, FL, SD, MD, IL, TX, TN, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290680
NMLS#: 1290680
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1650 Market St
42nd Fl
Philadelphia, PA 19103
US
Direct:
(215) 854-6070(215) 854-6070
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Mark Travis today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)