Client Relationship Manager
Johnson & Wales University, B.A.,
Travel and Tourism Management
Meeting each client’s needs in a friendly, efficient manner is a talent Travis Meyer honed for more than seven years before joining the EP Wealth Advisors team—both as a client relationship manager at Conlon Dart Wealth Management, which became part of the EP Wealth family in 2019, and before that by supervising the account-management division of a product-design company in Venice, California. She believes helping clients to achieve their individual goals is the best part of her job, and no task is too small to ensure success. Travis’s organizational skills were refined by a Bachelor Arts degree in travel and tourism management from Johnson & Wales University in Providence, Rhode Island. She satisfies her fascination for new horizons by exploring the Pacific Northwest with her better-half, Chris, and their dog Stella, as well as hiking, baking, knitting and adding new stamps to her passport.