Travis O'Quinn

Travis O'Quinn
Senior Managing Director Regional Director Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612

About me

Background

Travis is a Senior Managing Director and Regional Director for Truist Investment Services, Inc. He provides leadership over Truist Wealth’s Private Client Group and Investment Services Group in North Carolina which consists of the Triangle, Triad, and Eastern NC. 

As a seasoned professional with extensive experience, O’Quinn specializes in leading teams to achieve outstanding performance. His focus is on coaching advisors to enhance their capabilities and foster growth as well as ensuring impactful contributions to organizational success. With more than 20 years of wealth management experience, he has faithfully served for 18 years in various leadership roles at Truist.

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Accounting/Financial Analysis
University at Buffalo
M.B.A.
Virginia Commonwealth University
Truist School of Banking
Wake Forest University

Personal Interests

Travis believes in being of service and giving of his time and talents to various causes. Internally he is one of the teammates who created the Diverse Advisor Summit as well as the Diverse Development Program. He serves as the Chair of Finance, a Trustee as well as a board member of the Childcare Development Center at his church. He is also active with local charities along his wife and two children. 

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