Travis Cullman

Travis Cullman specializes in comprehensive financial planning, which focuses on the following areas: Investment Planning, Insurance Planning, Estate Planning, Retirement Planning and Tax Planning. As you make a decision to partner with a planner, make sure you work with a team that looks at all of these aspects and how they fit together to solve your financial planning puzzle. We do not charge a fee for an initial consultation or to give you a second opinion on your current plan.

Travis Cullman

Team Members

  • Travis Cullman, CFP®,CKA®


    Wealth Advisor, RJFS

       865-686-5202


     

    BACKGROUND

    Travis is originally from Waco, Texas and graduated with honors with a Bachelor’s degree in Accounting from Belmont University in Nashville, TN. While finishing his degree, Travis served as a Client Operations intern for Luke Aull’s financial team. He served each client’s needs and requests with unparalleled service. He also assisted each financial advisor with daily tasks and prepared regular reports and reviews for each client’s portfolio.  Travis later served as a full-time financial associate supporting the Aull Wealth Team while serving his own clients also.  Seeing an unfulfilled need in East Tennessee, Travis started his own branch in Knoxville in order to serve the city and the surrounding communities.

    SERVICES

    Through Raymond James, Travis provides Investment and Financial Planning. His specialty is providing sound, conservative, confidential, and comprehensive investment advice to clients in order to help them effectively and efficiently save for retirement, minimize tax liability and transfer their wealth.  Travis holds his Series 7, Series 66, and life/health insurance licenses. Travis works with clients by providing portfolio analysis and developing a thorough understanding of their objectives in order to create a framework that helps them meet their financial goals.

    PERSONAL

    Travis and his wife, Rebekah, live in Knoxville and are active members of their local church. Outside of work, Travis enjoys music, football, fishing, and spending time with his wife and young son, Bryan.

  • Timothy Johnson


    Client Services Assistant│Branch Associate, RJFS

       865-686-5208
      Email me


    Timothy Johnson grew up in South Bend, Indiana. During his years at college, Timothy was able to spend time in Knoxville, Tennessee in the form of an internship. After graduating with honors with a Business Administration degree as well as a Liberal Studies degree focusing in Christian Ministries, Timothy decided to make Knoxville his home. As a former collegiate golfer, Timothy is often found on the golf course. He also enjoys fishing, hiking, and spending time with friends and family outdoors.