Travis Beeson
Associate
MBA
Rooted in Service. Driven by Strategy.
With over a decade of leadership experience in logistics and customer experience, Travis Beeson brings a dynamic, client-first mindset to Strategic Advisory Partners. Before entering the wealth management industry, Travis held senior roles at several transportation organizations—developing strategic solutions, managing key accounts, and building operational excellence across diverse teams.
Travis earned his MBA in Logistics and Supply Chain Management, equipping him with a sharp analytical foundation and a strategic lens for business growth.
As an Associate at Strategic Advisory Partners, Travis is passionate about building meaningful client relationships and helping individuals and families take confident steps toward financial independence. He thrives on collaboration, clear communication, and a relentless commitment to service—values that he has carried throughout his career.
Outside of work, Travis is involved in his community in Oak Ridge, North Carolina, where he served as a deacon at his church and coaches his son’s flag football team. A former college soccer player, he stays active through CrossFit, tennis, and golf. He and his wife, Melissa, are proud parents of two sons, Zack and Michael.
Legacy Planning
Endowment Strategies
Investment Strategies
Charitable Giving
Estate Planning
Succession Planning
Tax Planning
Business Planning
Recent Blogs & Content
Welcome Erica Lyall
Strategic Advisory Partners Welcomes Erica Lyall Financial Leadership and Specialized Strategy for WomenA New Chapter for Our Firm, A Confident Start for Clients At Strategic Advisory Partners, we believe what you build is more valuable than what you bill. Today, we...
Understanding IRMAA
Understanding IRMAA What Higher-Income Retirees Need to Know About Medicare SurchargesIf you're approaching Medicare age and have been successful in building your wealth, there's an important acronym you need to understand: IRMAA. It stands for Income-Related Monthly...
You’re Not Just a Portfolio
You’re Not Just a Portfolio. The Problem with the “Lone Advisor” ModelWhen you sit down to review your finances, what do you look at? For many, the first thing is a portfolio statement: a list of investments, balances, and a line showing returns. The traditional...
Your Clients Don’t Need You to Be a Hero.
Your Clients Don’t Need You to Be a Hero. They Need You to Have Help.Corie OddenThere’s a certain kind of advisor who always answers the phone. Who double-checks every plan before it goes out the door. Who runs the numbers, writes the emails, coordinates with the CPA,...
The Price of Economic Nationalism
The Price of Economic Nationalism: A Deep Dive into Modern Tariff PolicyBlaise Stevens MBA, CFP®, AIFA®, CLU®, ChFC®In an increasingly interconnected global economy, the term "tariffs" frequently enters public discourse, often accompanied by strong opinions. While the...
Strategy First, Product Second
What We Mean When We Say: Strategy First, Product SecondYou’ve probably heard this phrase before — maybe from us: “We lead with strategy, not product.” It’s a simple idea. But in the financial world, it’s not as common as it should be. So let’s break down what it...
