Mercer Advisors Logo

Susan Travis

Managing Director

Susan Travis

CFP®, AEP®, CTFA

stravis@merceradvisors.com

713.561.9300

Susan began her career in the financial services industry in 1987. Prior to joining Mercer Advisors, Susan was a Sr. Vice President and Trust Officer with Kanaly Trust Company in Houston since 1997. She also worked with firms in Ohio, Florida and Boston, MA. Susan specializes in multi-generational wealth management issues, in which she incorporates a variety of planning tools. She holds a Bachelor degree from State University of New York, a Trust Administration Certification from Bentley University in Boston and completed the National Graduate Trust School at Northwestern University in Chicago. Susan is on the Board of Directors for the National Association of Estate Planners & Councils (NAEPC), serves on the Accredited Estate Planner® Committee (AEP®), co-chairs the NAEPC Diversity, Inclusion and Equity Task Force and is past chair of the Multi-Disciplinary Teaming Committee. She continues to be a member of Houston Estate and Financial Forum (HEFF, past President) as well as the Houston Business and Estate Planning Council (HBEPC) and the Financial Planning Association (FPA). Susan currently serves as president of the board of her homeowners association. In her free time, she loves to spend time with her family and do various outdoor activities.

Austin

901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746

Visit Office

Bartlesville

122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003

Visit Office

Covington

100 Tyler Square
No. 6
Covington, Louisiana 70433

Visit Office

Dallas - Fort Worth

4851 LBJ Freeway
Suite 700
Dallas, Texas 75244

Visit Office

Dallas - Park Cities

8117 Preston Road
# 700
Dallas, Texas 75225

Visit Office

Houston

5555 San Felipe Street
Suite 200
Houston, Texas 77056

Visit Office

Rockwall

1 Horizon Court
Suite A
Rockwall, Texas 75032

Visit Office