Travis Dragan CFA®, CMT®, FRM®
Senior Wealth Advisor
Based in Independence, Travis helps individuals and families across Ohio and Michigan navigate retirement, business or real estate sales, complex investments, and other major financial transitions through coordinated wealth planning.
Ways to Connect
Who Travis Typically Helps
Individuals and families navigating major life events, people approaching retirement and retirees, business owners considering a sale, real estate owners preparing for a transaction, families with significant and complex assets, clients with sophisticated investment needs.
Serving Clients in
Cleveland • Akron • Columbus • Cincinnati • Toledo • Ann Arbor • Detroit metropolitan area • Grand Rapids • Communities throughout Ohio and Michigan
Available nationwide through virtual meetings
Questions Travis Helps Answer
- How can I prepare for retirement?
- How should I plan for a business or real estate sale?
- How can I build a tax-efficient investment strategy?
- How can I coordinate estate and trust planning?
- How can charitable giving fit into my financial plan?
As a Senior Wealth Advisor at Mission Wealth, Travis Dragan works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Travis delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Travis leverages his expertise to provide clients with tailored advice and guidance.
I’m passionate about helping my clients achieve their financial objectives through customized investment management and comprehensive wealth planning solutions. At Mission Wealth, I am dedicated to providing an outstanding client experience for everyone I have the privilege to work with.
Travis’s Frequently Asked Questions
When a new client begins working with Travis, he prioritizes listening to their unique financial objectives. This allows him to create a customized wealth plan aligned with how each client defines success. Clients can expect to feel heard, supported, and confident in a collaborative partnership with Mission Wealth.
Professional Background
Prior to joining Mission Wealth, Travis excelled in a variety of roles at premier investment firms in Northeast Ohio as both an individual contributor and a leader. Since entering the industry in 2011, Travis has gained valuable experience as a portfolio manager, investment strategist, investment advisor, and leader of an investment research department and a portfolio analysis team.
Travis holds a Master of Science in Financial Engineering from Kent State University and is a Chartered Financial Analyst (CFA), Chartered Market Technician(CMT), and Financial Risk Manager (FRM).
Personal Pursuits
Travis, along with his wife and two daughters, lives in Canton, Ohio. When he’s not working towards his clients’ financial goals, he enjoys spending quality time with his family, tackling home improvement projects, and prioritizing physical fitness and healthy nutrition habits with his wife.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor