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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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 42 reviews

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, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Ameriprise Circle of Success, 2017-2021
  • Five Star Wealth Manager, 2012 - 2014

Community participation

Flemington Area Food Pantry, Volunteer & Sponsor

Flemington Community Partnership, Volunteer & Sponsor

America's Grow-A-Row, Volunteer & Sponsor

The CEA School at South Hunterdon, Sponsor

Center for Faith Justice, Sponsor

Hunterdon Drug Awareness Program, Sponsor

Boy Scouts of America Troop 84, Somerville

The Center School, Branchburg, Donor

Various Local Companies, 401K Retirement Planning

Adult Day Center of Somerset, Sponsor

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!