Walker and Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 27 reviews

Walker and Associates: An Ameriprise private wealth advisory practice serving the Charlotte, NC area.

Mark Walker, Barron's Top 1,200 Financial Advisors, 2023

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • How we work

    We provide personalized advice based on what’s most important to you.
    Learn more

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Focusing on the big picture

Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We're proud to be financial advisors and have made it our life’s work to help people like you not only envision your future but build it. Want to learn more? We're happy to meet for a complimentary initial consultation whenever it’s convenient for you.

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Events

Creating your retirement income: Strategies to help you live the life you've earned

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
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Honored to be recognized in Barron's

We’ve got some exciting news to share: Mark Walker has been named to the 2023 Barron’s Top 1,200 Financial Advisors list. All of us at Walker and Associates, a private wealth advisory practice Ameriprise Financial Services, LLC couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Barron’s for the recognition.