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Our financial advice team


Gregory A Walters

Gregory A Walters

CFP®, MBA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Walters & Associates
32
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 29 reviews

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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Interests

Vacationing with my family

Atlanta Braves baseball

Awards & recognition

  • Ameriprise Circle of Success, 2002-2020
  • Ameriprise Hall of Fame, Life Time Achievement Award, Earned in 2018
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Chairman's Advisory Council, 2015

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM

Education

  • Nicholls State University, Bachelor and MBA