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Travers & Associates, Inc. Employee Directory

Financial ServicesNew York, United States2-10 Employees

Travers & Associates, Inc. operates in the financial services industry, focusing on helping clients preserve, protect, and transfer wealth in a tax-efficient manner. The firm collaborates with estate planning attorneys and accountants to provide tools that support sophisticated and comprehensive estate plans, with an emphasis on multi-generational planning, advanced life insurance strategies, and business succession planning for clients positioned among the wealthiest segments. Based in Melville, New York, the company emphasizes education about opportunities in estate planning and life insurance, adapting to changing tax laws to offer fresh perspectives or solutions for existing plans. The organization works with representatives affiliated with MML Investors Services, LLC, part of the MassMutual Financial Group, while maintaining that Travers & Associates is not an affiliate or subsidiary of MassMutual.

Find Travers & Associates, Inc. employees' phone numbers or email addresses

Travers & Associates, Inc. Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Travers & Associates, Inc.'s Leadership

  • Stylized image of a person
    B. M. T.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    P. J.
    Director Of Business Development
    Mobile Phone
  • Stylized image of a person
    S. M.
    Director Of New Business
    Mobile Phone
  • Stylized image of a person
    D. T.
    Principal
    Mobile Phone
  • Stylized image of a person
    B. T.
    Mobile Phone
  • Stylized image of a person
    S. D.
    Mobile Phone

Travers & Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Travers & Associates, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. M. T.
    Chief Executive Officer
    Mobile Phone
    United StatesNew York
    Sep 11, 2024
  • Stylized image of a person
    P. J.
    Director Of Business Development
    Mobile Phone
    United StatesNew York
    Sep 10, 2025
  • Stylized image of a person
    S. M.
    Director Of New Business
    Mobile Phone
    United StatesNew York
    Apr 30, 2025
  • Stylized image of a person
    D. T.
    Principal
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    B. T.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. D.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Travers & Associates, Inc. known for?

Minus sign iconPlus sign iconTravers & Associates, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-631-851-****
. Explore Travers & Associates, Inc.'s company overview page for more information.

What is Travers & Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconTravers & Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Travers & Associates, Inc. email formats with LeadIQ.

How many employees does Travers & Associates, Inc. have currently?

Minus sign iconPlus sign iconTravers & Associates, Inc. has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Travers & Associates, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Travers & Associates, Inc.'s key employees include:

  • Chief Executive Officer: B. M. T.
  • Director Of Business Development: P. J.
  • Director Of New Business: S. M.
  • Principal: D. T.
  • : B. T.

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