Travis Guerry, CFP®
Financial Advisor
Travis Guerry, CFP®, works alongside Neil at Fortress Financial to help individuals and families navigate their financial lives with confidence. He is committed to building long-term relationships and delivering personalized wealth management and financial planning solutions tailored to each client's unique goals and circumstances. Travis enjoys helping clients connect the various pieces of their financial lives—from investments and retirement planning to tax and estate planning considerations—into a coordinated strategy designed to support their long-term objectives.
Travis holds his Series 7 and Series 66 registrations, as well as Life and Health insurance licenses. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating advanced knowledge in retirement planning, investment management, tax planning, insurance, and estate planning.
A Wilmington, North Carolina native, Travis is proud to serve clients in the community where he grew up. He graduated from NC State University with a degree in Business Management and a minor in Economics. Travis takes pride in being approachable, detail-oriented, and helping clients feel comfortable and informed as they work toward their financial goals.
Travis and his wife, Kirsten, live in Wilmington with their son, Cooper, and their rescue dog, Jax. Outside of the office, Travis enjoys spending time with his family, playing guitar, visiting the beach, and cheering on NC State Wolfpack athletics. He is also a Carolina Hurricanes fan and was thrilled to see the team capture the 2026 Stanley Cup.