Team Name: Musgrave Dunn & Associates
Firm: Merrill Wealth Management
Senior Members: Travis Musgrave, Timothy Dunn, Valerie Marshall
Location: Lexington, KY
Team Custodied Assets: $1.4 billion
Background: Travis Musgrave attended the University of Kentucky as a pre-med student before ditching medicine for money. After graduating in 1991 with a degree in accounting and finance Musgrave landed a role as a financial advisor. At first Musgrave focused on cold-calling prospects but ultimately moved toward financial planning, initially focusing on physicians and other professionals in the Lexington community. The team began as Musgrave and “half of an…
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