Your IWP Team

Perspective. Discipline. Stewardship.

Travis D. Carter, CFP®

Managing Partner
CERTIFIED FINANCIAL PLANNER™ Practitioner
Investment Experience: 23 years
Founded Insight Wealth Partners: 2010
Phone:
972.543.4800
Fax:
972.543.4801

Travis has been providing financial planning advice and leadership to clients for 22 years. Prior to founding Insight Wealth Partners in 2010, Travis spent 16 years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Principal with Middlebrook, Dryden, Carter and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Travis was honored to be recognized by other CERTIFIED FINANCIAL PLANNER™ practitioners in the Metroplex by receiving D Magazine’s prestigious “Best Financial Planners in Dallas” title for the past several years. Additionally, Travis has been consecutively recognized by Texas Monthly magazine as a FIVE STAR Wealth Manager – an accolade awarded to wealth managers who provide their clients with exceptional client service.

Over the years, Travis has provided solid guidance and insightful advice to numerous families and individual clients and is recognized for his leadership in portfolio design and retirement income planning for clients who are in retirement or transitioning into retirement.

Travis graduated from The University of North Texas in 1994 with a Bachelor of Business Administration, with a core concentration in finance. In 2007, he was recognized by the University of North Texas as one of the University’s Outstanding Alumni in Finance.

Travis is a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Financial Planning Association, and participates in several local industry and community organizations.

Travis has been married to Lisa for 24 years. They have three children: Braeden, age 22, Cole, age 20, and Lily, age 15.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX