Paul Travis

Founder, Managing Principal

Paul Travis is a Registered Investment Advisor with over 25 years of experience in the securities and insurance industry and is dedicated to helping individuals and businesses build their financial futures. Paul began Community Financial Group with the goal of providing unbiased solutions for his clients in all aspects of wealth management. As a fiduciary, Paul advises clients in all areas of financial, estate, and retirement planning, insurance, investment management, employer benefits, and other related areas.

Prior to starting Community Financial Group, Paul was the Vice President of the Investment and Insurance Department for all 10 branches of Community National Bank, which was located in Hudson Massachusetts. Paul also worked as an Investment and Insurance Advisor for Bankers of Chicago, Patriot Group in Worcester, Commonwealth Financial Group in Boston, and Murphy Brokerage in Hudson. Paul is also a corporator at Avidia Bank in Hudson.

Paul holds Series 6 Investment Company and Variable Contracts Products Representative, Series 65 Investment Adviser Representative, and Life and Health licenses. Educated at Worcester State University, Florida Atlantic University, and Boston University, Paul earned a Bachelor of Science degree and is a graduate of Boston University’s Financial Planning Program.

In his spare time, Paul enjoys golfing, spending time with family, and being an active member of the Assabet Valley Chamber of Commerce and Knights of Columbus.