BUILDING YOUR FUTURE
A Company Built on Client-Centered Practices
Merriam-Webster Definition
Loyal
adjective | loy·al | \ ˈlȯi(-ə)l \
1: unswerving in allegiance: such as
a. faithful in allegiance to one’s lawful sovereign or government were loyal to the king
b. faithful to a private person to whom faithfulness is due a loyal husband
c. faithful to a cause, ideal, custom, institution, or product a loyal churchgoer loyal to the party of their forebears— Dennis Farney
Traverso Chambers Definition
Loyal
adjective | loy·al | \ ˈlȯi(-ə)l \
Placing importance in another’s well-being above one’s own, without decision, without question. Making a moral commitment to an individual and their family as a result of sincere care about the relationship.
Our History
The path to success is never in a straight line.
Our History
The path to success is never in a straight line.
1993
Marc Traverso starts his investment career as a junior market order runner for Crowell Weedon
1994
Tim Chambers starts his own business.
Marc Traverso works for Crowell Weedon.
1995
Marc Traverso earns a degree in Economics, completes the Management Minor Program through the Graduate School of Management at the University of California, Irvine and begins work at Merrill Lynch.
1996
Marc Traverso completes the Merrill Lynch Professional Development Program in Princeton, NJ.
1997
Tim Chambers completes Business Administration and Finance degrees at Sonoma State University and begins work at Merrill Lynch.
Marc Traverso and Tim Chambers earn their Certified Financial Manager (CFM) designations.
1999
Audra Nay completes a Communications degree from the University of California, Santa Barbara and starts her career in finance with Paine Weber.
2000-2001
Tim Chambers and Marc Traverso transition to Salomon Smith Barney.
2002
Audra Nay relocates to Santa Barbara and joins STW Fixed Income.
2005
Tim Chambers and Marc Traverso earn their Financial Planning Specialist designations.
2006
Audra Nay joins Santa Barbara Asset Management (Nuveen).
2007
Matt Adams begins his finance career at JP Morgan Chase.
2009
Marc Traverso and Tim Chambers work at Morgan Stanley as a result of the Smith Barney acquisition during the financial crisis.
Traverso Chambers Private Wealth Management, LLC is established.
2010
Matt Adams begins work at Merrill Lynch.
2013
Matt Adams joins Traverso Chambers Private Wealth Management, LLC.
2014
Audra Nay moves to the Bay Area and works with BOS Invest and then First Republic Private Wealth Management in 2016.
Lisa Wedekind begins her financial career at Exchange Bank in Santa Rosa.
2017
Audra Nay joins Traverso Chambers Private Wealth Management, LLC as the Chief Compliance Officer and Office Manager.
Lisa Wedekind Joins Traverso Chambers Private Wealth Management, LLC as a Client Service Associate.
2020
October 6, 2020: Charles Schwab Corporation announced that it completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”)
2021
April 2021: Leticia Medina Esparza Administrative/Operations Associate joins the firm
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