
Travis Bartee
Travis is an Executive Director (Sr. Vice President) Senior Lead Fiduciary Advisory Specialist for the Southeastern Region of... | Nashville, Tennessee, United States
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Travis Bartee’s Emails tb****@dr****.net
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Travis Bartee’s Location Nashville, Tennessee, United States
Travis Bartee’s Expertise Travis is an Executive Director (Sr. Vice President) Senior Lead Fiduciary Advisory Specialist for the Southeastern Region of Wells Fargo Wealth & Investment Management. As part of trust services, he works with clients to implement and administer trusts and estate plans to fulfill clients’ wealth preservation, wealth transfer, investment and philanthropic goals. Prior to Wells Fargo, Travis practiced law specializing in taxation, estate planning, asset protection, entertainment, contract and corporate law. As part of his practice he drafted wills, trusts, FLPs, and other complex estate planning documents . He counseled clients on wealth preservation, asset protection, and contractual issues. He is admitted to the U.S. Tax Court and to practice before the IRS. Travis earned his B.A. from the University of Alabama, his Juris Doctor from Cumberland School of Law, Samford University, and his Master of Laws (LL.M.) in Taxation from the Southern Methodist University, Dedman School of Law. He is a member of the Country Music Association, the Middle Tennessee Estate Planning Council, National Association of Estate Planners & Councils (Accredited Estate Planner designation) and the WO Smith School of Music. He was a member of the Board of Directors of the University of Alabama Federal Tax Clinic, Inc., 2003-14, the Financial & Estate Planning Council of Huntsville, Alabama (President 2014, 2010, Vice President 2009-2010, 2013, Secretary-Treasurer, 2008-2009, and 2012, Member, Board of Directors 2007-2015), the Huntsville Hospital Foundation Development Council 2011-2014. He is a member or past member of the Tennessee, Texas, and Alabama Bar Associations, Tax Section, American Bar Association, Entertainment and Sports Law Section, Huntsville-Madison County Bar Association, Huntsville Volunteer Lawyers Program, Adjunct Professor, University of Mobile School of Business, President, Society of Financial Service Professionals Huntsville Chapter, 2008-2009, Member, Board of Directors,2007-2010. Leadership Connect Class 7 Huntsville/Madison County, Estate Planning Council Mobile Alabama. He is a frequent lecturer and adjunct professor on estate planning, corporate law & entertainment law. Specialties: Contract law and negotitation, Entertainment law, Asset Protection, Estate Planning, Business Planning, Business Transactions Estate Administration, Entrepreneurial & Emerging Business Law Federal Taxes, Marital Planning, Retirement Planning, Corporate Law, International Tax, Mergers and Aquisitions, Entertainment & Sports law, Wills, Trusts, Estate Administration.
Travis Bartee’s Current Industry University Of Virginia School Of Continuing And Professional Studies
Travis
Bartee’s Prior Industry
Lyons Pipes And Cook
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University Of Mobile
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Sirote And Permutt
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Lanier Ford Shaver And Payne
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Dick And Miller
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Wells Fargo Private Bank
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University Of Virginia School Of Continuing And Professional Studies
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Work Experience

University Of Virginia School Of Continuing And Professional Studies
Lecturer
Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo Private Bank
Executive Director, Senior Lead Fiduciary Advisory Specialist
Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo Private Bank
Sr. Fiduciary Advisory Specialist
Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo Private Bank
Sr. Trust & Fiduciary Specialist, Vice President
Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Dick And Miller
Attorney
Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Lanier Ford Shaver And Payne
Attorney
Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Sirote And Permutt
Attorney
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
University Of Mobile
Adjunct Professor
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Lyons Pipes And Cook
Partner
Thu Jun 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)