Susan Travis, CFP®, AEP®, CTFA
Senior Vice President & Relationship Manager
Susan is a Senior Vice President and Relationship Manager with Kanaly Trust. In her position, she manages the long-term investment strategies and personal financial programs of her clients. The personal financial program entails the development and administration of personal and family investment management, IRAs and trust accounts. Susan specializes in multi-generational wealth management issues, where she incorporates a variety of planning tools.
Susan holds a BA from State University of New York. She has also earned a Trust Administration Certification from Bentley University in Boston, completed the National Graduate Trust School at Northwestern University in Chicago, and is a Certified Trust and Financial Advisor (CTFA). She is a Certified Financial Planner™ practitioner and holds the Accredited Estate Planner® (AEP®) designation, a graduate-level specialization in estate planning.
Before joining Kanaly in 1997, Susan was a vice president and trust officer with PremierBank & Trust in Elyria, Ohio. There she managed accounts and coordinated the development of a satellite trust office. Earlier in her career, she worked with a private trust company in Coral Gables, Florida, and for Bank of New England (now Bank of America) in Boston. She has worked in the financial industry for over twenty-five years.
Susan currently serves on the AEP® Committee of the National Association of Estate Planners & Councils (NAEPC). She is past President of the Board of Directors for the Houston Estate and Financial Forum (HEFF) and is a member of the National and Houston chapters of the Financial Planning Association (FPA) as well as the Houston Business and Estate Planning Council (HBEPC).
Susan currently serves as the Treasurer on the Board of Directors for the Marina Bay Park Community Association. She is past Treasurer, Audit Chair, and Board Member of the Clear Lake Area Ski Club. Susan is also past President and Treasurer of the Cinnamon Lakes Homeowners Association Board in Ohio. She has volunteered extensively as a mentor for Crossroads: Community Partnership for Youth and other volunteer organizations.