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Playing on a strong team

Whitmore opens NL office as Edward Jones investment advisor
Travis B Whitmore Edward Jones Financial Advisor 319-626-2365 550 Pond View Dr. Ste. C North Liberty

NORTH LIBERTY– Travis Whitmore feels he has learned a lot about life through playing sports and growing up in America’s heartland: a strong work ethic, perseverance, teamwork and respect for others.
Today, he is applying those life lessons to teach others about financial management.
Whitmore recently opened a new office as an Edward Jones financial advisor. Located at 550 Pond View Dr., Ste. C., Whitmore is ready to meet customers at their convenience.
Originally from Burlington, Whitmore graduated from the University of Pittsburgh with a degree in economics. There, he played baseball and was named to the Academic All-American team. But Whitmore was interested in finance long before college, or even high school.
“From a young age, I enjoyed watching the markets and how they act and react to different events,” said Whitmore. “I remember taking a baseball trip when I was 14, and I was reading Stock Markets for Dummies when everyone else was playing their Game Boys®. I’ve always been interested in growing your money, and how much little moves can make in the long-term.”
After graduation, Whitmore played three years of minor league baseball with the San Deigo Padres. His career in baseball has taken him to 10 different states to work and live, yet Iowa is where he has chosen to make a permanent home, close to family and friends.
“I have moved all over the country, and I know this is where I want to be and run my office,” said Whitmore. “I’m excited about the opportunity to grow this business and be part of this community.”
Edward Jones is a full-service financial brokerage firm. The five main services Whitmore offers as an Edward Jones advisor are:
• retirement planning for individuals and businesses
• money and income management during retirement
• advice on a variety of investment products and vehicles
• funding plans for education expenses
• insurance products to help plan for the unexpected
Whitmore said his clients range in their understanding of financial investments, from the very experienced to those with no experience at all.
“We pride ourselves in face-to-face interaction. You don’t have to call a 1-800 phone number or get online to do the research yourself,” said Whitmore. And he is happy to meet clients at their homes, at a local coffee shop or in his office.
“We educate people as well as providing advice. Whether you are in your first job out of college and have that student loan debt, or if you are further along in your professional career and are ready to start investing, we will put an individualized plan in place for each type of investor because everybody has a different risk tolerance, different time horizon and different goals.”
Edward Jones specializes in meeting individuals where they are at any given moment, said Whitmore, and staying in touch with clients personally.
“We like to stay in contact with our clients, because we understand life changes– it could be a birth or marriage or other life event– and we want to be there because your financial picture could change. And if we aren’t monitoring that, we can’t do what’s in your best interest,” Whitmore said.
In addition to the personal touch, Whitmore believes in Edward Jones’ strength and business practices as a company.
“We work with numerous products partners, which means we can scour the investment universe for what we think are the best quality funds, the cream of the crop. We aren’t tied to one specific fund family or investment type,” Whitmore said. “That’s always going to be in your best interest.”
As important as it is for advisors to know their clients, Whitmore said it is equally vital for people to ask questions about their advisors and the company.
“There are no bad questions. The most important thing in any relationship is the trust aspect,” Whitmore said. “My job is to put clients at ease by educating them what they are getting into and showing the power of investing, through the market ups and downs. We are serious about quality, long-term investments here.”
Todd Nash, Regional Leader for the firm’s Region 8 area, said he is excited to have Whitmore on the Edward Jones team in the new North Liberty office.
“That is a new branch office for us, and it’s great to have a presence in the North Liberty community,” said Nash. He said he has worked side-by-side with Whitmore and has seen him in action.
“One thing I’ve noticed is Travis has a great attention to detail. You can tell he cares about what he is doing for his clients. Not only is Edward Jones benefiting from having a great person like him on the team, but the community and Johnson County will benefit from having him there as well,” said Nash.
Information is available on the Edward Jones website at www.edwardjones.com, but details are somewhat limited for a reason, Whitmore pointed out.
“We feel there is only so much that can be learned over the phone and on the Internet,” said Whitmore. “We like to meet with people face to face and really get to know the person before we can understand what is best for them.”
The Edward Jones firm has been around for 90 years. One reason for the company’s success is the way it supports not only clients but its advisors as well.
“If there are ever questions I can’t answer, I have the best support system in the industry,” said Whitmore. Edward Jones connects new investment advisors with more experienced advisors in order to ensure consistency of service, and supports its local offices with a national network of Edward Jones professionals to provide a wider range of resources.
“I don’t think every firm’s philosophy is like that,” said Whitmore. “I don’t believe anyone knows all the answers, but I have a whole team of people around me that I can work with to come up with the best answer for an investor. That’s one of the best things about Edward Jones; everybody wants everybody to succeed here.”
Whitmore said having mentors to look up to, whether as a young player on the baseball field or joining the Edward Jones team, has been invaluable in helping him develop the strong character and ethics he now brings to his career. It has also inspired his goal of getting involved in youth sports as a coach or a mentor himself.
“They helped me grow, not only as a player, but as a person, and it’s important for me to give back,” said Whitmore. “I know the power that can have on kids’ lives. It’s great to see the kind of difference you can make.”