My Approach

Andrew Walmsley - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.


Andrew Walmsley - My approach photo

Interests

Spending quality time with family and friends

Supporting the Batesville Pioneers and Lyon College Scots

Enjoy reading Barron's and other financial publications

Watching the Arkansas Razorbacks and St. Louis Cardinals sporting events

Getting on track with physical fitness

Community Participation

  • Kiwanis Club of Batesville
  • Member, First United Methodist Church of Batesville
  • WRHS Foundation Board
13
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 13 reviews 100.0

Areas of Focus

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Education

  • B.A., Economics, Lyon College 1996

Previous Experience

  • Financial Advisor, Ameriprise Financial, August 2016-Present
  • College Instructor, Investments and Portfolio Management, Lyon College, 2014-Present
  • Financial Advisor, LPL Financial, March 2012 - August 2016
  • Associate Financial Advisor, Ameriprise Financial, January 2008 - February 2012

Files for Download

My Videos(5 videos)

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