Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving
  • Insurance
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Lenoir-Rhyne University, BS Business Administration 1993

Interests

  • I am originally from England and travel there once a year to visit family
  • During the summers I enjoy boating on both Lake Wylie, SC and Lake Norman, NC.
  • Throughout the year I also enjoy hiking in the Blue Ridge Mountains with my wife, Vikki, and our dogs.
  • In Charlotte, we have a great YMCA organization and I work out three to four times a week.
  • Our state is so diverse with the mountains, lakes, rivers and beach it is hard to not love living in our area!

Community participation

British American Business Council of North Carolina

  • Past President – 2011 -2013
  • Board Member since – 2008

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2019-2020
  • Barron’s Top 1,200 Financial Advisors, 2015-2022
  • Ameriprise Circle of Success, 1998-2020
  • Five Star Wealth Manager, 2021

Honored to be recognized in Barron's

It's a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I've been names to the Barron's Top 1,200 Financial Advisors list for 2021. I'm so grateful for this honor, for my clients' trust and for the dedication of the entire Walker and Associates' team. This achievement would not have been possible without you.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.