Susan Travis

Susan is a managing director at Mercer Advisors and a senior wealth advisor in the Regis Group, where she specializes in multigenerational wealth management planning. She is motivated by making a difference in her clients’ lives, helping them make informed financial decisions and instilling confidence.

She brings to Mercer Advisors over 30 years of experience in the financial services industry. She was a senior vice president at Kanaly Trust Company, which provided investment management, financial and estate planning, and trustee services to client families and which partnered with Mercer Advisors in 2016. Susan is a CERTIFIED FINANCIAL PLANNER® Professional, an Accredited Estate Planner® (AEP®), and a Certified Trust and Fiduciary Advisor® (CTFA®).

Susan earned her bachelor’s from the State University of New York, a trust administration certificate from Bentley University in Boston, and completed the National Graduate Trust School at Northwestern University in Chicago. She serves on multiple committees at the National Association of Estate Planners & Councils (NAEPC), and has previously served on its board of directors.

In her free time, Susan enjoys various outdoor activities with her family, including gardening, skiing, and boating. She has been known to make chocolates and decorate cakes occasionally for friends and family, following her mother’s professional baking experience.