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Stephen Reid Walker Jr, Private Wealth Advisor serving the Flemington, NJ area - Ameriprise Advisors

Stephen Reid Walker Jr

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Walkers & Associates

An Ameriprise Private Wealth Advisor

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 35 reviews
See disclosures

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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance
  • Investments
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts in Political Science, University of Delaware, 1992

Awards & recognition

  • Walkers & Associates, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Ameriprise Circle of Success, 2009, 2011, 2013, 2017-2023
  • Five Star Wealth Manager, 2012 - 2014

Community participation

Sharing Peyton's Heart Project bringing suicide out of the darkness in memory of a dear colleague.
Sharing Peyton's Heart Project bringing suicide out of the darkness in memory of a dear colleague.

At Walkers & Associates, our dedication to making a positive impact drives us forward. As we uphold our fundamental values, community service emerges as a cornerstone.

  • Flemington Area Food Pantry
  • Fisherman's Mark
  • America's Grow-A-Row
  • Safe in Hunterdon
  • The Center for Great Expectations - Women's Shelter
  • Flemington Community Partnership
  • Somerset Hills Learning Institute
  • The CEA School at South Hunterdon
  • The Center School, Branchburg
  • Center for Faith Justice
  • American Foundation for Suicide Prevention
  • Visions and Pathways
  • Hunterdon Drug Awareness Program
  • Unbroken Warriors- Helping Military Warriors Returning Home
  • Adult Day Center of Somerset
  • Impact 100 Hunterdon
  • S&L Animal Rescue
  • Woodlands Wildlife Refuge
  • Various Local Companies, 401K Retirement Planning

Interests

Coaching my children's athletic teams for years has been a joy & a blessing.

I have enjoyed planning Venture Outings for the Boy Scouts. Camping & hiking expeditions are always an adventure; times that I cherished with my son who is now a Villanova Business School graduate.

Watching my daughter blossom through theater, sports & youth group always brought a smile to my days. It's fun reliving my college years visiting her at Auburn- War Eagle!

Skiing, traveling with my family & relaxing with our two Irish Jack Russells poolside is always a treat. Not only did I marry the woman of my dreams, I get to work with her everyday too!

Thank You

Thank you to everyone who has volunteered with Walkers & Associates for 10 years and counting for the Ameriprise Financial National Day of Service. We are part of a nationwide team of volunteers. Locally we provide hunger-relief to community members by preparing holiday gift totes for a festive holiday dinner filled with all the trimmings for The Flemington Food Pantry & The Fisherman’s Mark. Thank you again.