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, she was a Senior Vice President and Trust Officer at Kanaly Trust Company in Houston. She’s also worked with firms in Ohio, Florida, and Boston. Susan specializes in multigenerational wealth management issues, using a variety of planning tools. She holds a bachelor’s degree from State University of New York and a Trust Administration certificate from Bentley University in Boston, and she 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 Committee, and is past chair of the Multi-Disciplinary Teaming Committee. She’s a past president and current member of the Houston Estate and Financial Forum as well as a member of the Houston Business and Estate Planning Council and the Financial Planning Association. Susan has also served as president of two homeowners’ associations. In her free time, she loves doing various outdoor activities with her family.

Austin

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

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Bartlesville

122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003

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Covington

100 Tyler Square
No. 6
Covington, Louisiana 70433

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Dallas – Park Cities

8117 Preston Road
# 700
Dallas, Texas 75225

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Fort Worth – Colleyville

26 Main St.

Colleyville, Texas 76034

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Friendswood

161 West Shadowbend Avenue
Suite 101
Friendswood, Texas 77546

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Houston

5555 San Felipe Street
Suite 200
Houston, Texas 77056

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Ponca City

412 S 14th St.

Ponca City, Oklahoma 74601

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Southlake

950 East State Hwy 114
Suite 160
Southlake, Texas 76092

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