Travis McClarney in

Travis McClarney

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Financial Planner at Prudential Advisors
📍 Evansville, Indiana, United States

Travis McClarney is the founder of McClarney Financial Group, an advisory firm in Evansville, Indiana. Recognized by Forbes as a Best-in-State Financial Security Professional, he specializes in creating individualized strategies for wealth management and asset protection. He holds a Bachelors degree from Heidelberg University and became a partner at a Fortune 100 company at age 23.

As a lifelong Evansville resident and father of four, Travis is deeply involved in his local community. His family enjoys camping and visiting Indiana State Parks, particularly Harmonie State Park. He also actively supports his high school alma mater, F.J. Reitz, through its varsity scholarship club, which once provided him a scholarship.

He founded his own firm in 2015 to focus on developing more meaningful client relationships and making a greater financial impact.

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Experience
15 Years
Current Role
Financial Planner
Location
Evansville, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Travis cares about

Holistic Estate Planning
He integrates estate planning as a core component of every financial plan, viewing it as a critical service for providing families with peace of mind.
Community Support
As a lifelong resident, he actively supports his local Evansville community and his high school's scholarship club, believing it is important to give back.
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Career

Work history

10-2022
Financial Planner
Prudential Advisors
12-2017 - 10-2022
Financial Planner
Eagle Strategies, LLC
2017
Financial Planner
McClarney Financial Group
2013 - 12-2017
Partner
New York Life Insurance Company
2-2012 - 10-2022
Financial Services Professional
NYLIFE Securities LLC
In the press

Media appearances

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Education
2007 - 2010
Bachelor's degree
Heidelberg University, Tiffin OH
2003 - 2007
Education details unavailable
F.J. Reitz High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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