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Our financial advice team


Mark Davey

Mark Davey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Walker and Associates
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Saving for Education
  • Charitable Giving
  • Insurance

Interests

  • Spending time with wife, Laura, and three children, Graham, Reese and Banks
  • East Carolina Athletics
  • Playing Tennis and Golf

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • East Carolina University, BS in Business Administration 2006
Newsletter

to receive my newsletters and other financial and market information

Community participation

St. Matthew Catholic School Dad's Club

Delta Chi- Charlotte Area Alumni Group