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Our financial advice team


Mark Walker

Mark Walker

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Walker and Associates
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 17 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

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

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!

Awards & recognition

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

Qualifications

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

Education

  • Lenoir-Rhyne University, BS Business Administration 1993
Newsletter

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Community participation

British American Business Council of North Carolina

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