William Travis is a graduate of Pace University, where he earned a BBA in Finance. He earned the right to use the Chartered Financial Analyst (CFA®) designation in 2004 and completed the Chartered Market Technician (CMT®) program in 2003. He is a member of the National Association of Certified Valuators and Analysts (NACVA) and serves on the FINRA arbitration roster.

Before joining Vista Wealth Solutions, William worked in the financial services industry for more than fifteen years. Most recently, he served as a NASDAQ equity trader and market maker in the OTC Market, where he worked with institutional investors, hedge funds, and high net worth individuals in connection with Special Purpose Acquisition Companies (SPACs), as well as large‑, mid‑, small‑, and micro‑capitalization companies. His prior experience includes roles on equity trading desks at firms such as Goldman Sachs and Royal Bank of Canada.

William has experience in investment analysis, trading, and portfolio construction across equities, warrants, interest rate futures, bonds, options, and foreign exchange products. He also has experience with valuation of public and closely held businesses. He serves as one of the agency’s investment specialists, assisting advisors and clients with investment and portfolio construction support.

William holds life, accident, and health insurance licenses. He also holds the FINRA Series 7, 24 and Series 63 registrations currently.