Walter Wilson

Financial Advisor

Walter began his career with Waddell & Reed in 2002. Since then, he has held various positions within the company, including: Financial Advisor, District Supervisor, and District Manager. Walter also served as Supervising Principal of the Cincinnati Division of the firm for a number of years. Walter received the Chartered Mutual Fund Counselor designation... show more

LPL Financial

Walter Wilson's Knowledge

SPECIALTIES

Asset Management

Comprehensive Financial Planning

Estate Planning

Life Insurance

Retirement Planning

Tax Planning

EDUCATION

Bachelor’s in Mathematics and Statistics from Miami University

Chartered Mutual Fund Counselor from the College of Financial Planning

Wealth Management Advisor from the College of Financial Planning

Chartered Financial Consultant from the American College

CREDENTIALS

CFP

Certified Financial Planner

ACCOMPLISHMENTS

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Contact Walter Wilson

[email protected]

Visit Website

513-253-0780
Fax: 513-860-0601

8050 Beckett Center Drive, Suite 303

West Chester, OH 45069

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