Merrill Lynch Financial Advisor Travis Barsotti

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Travis Barsotti is a financial advisor based in Lake Oswego, Oregon, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP), Travis offers comprehensive financial planning services that help clients navigate their investment journeys. His practice is dedicated to serving individuals and families seeking to achieve their financial objectives through informed decision-making.

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