Walters & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

close

Team photo for Walters & Associates
Team photo for Walters & Associates

View Larger


Advisors

Neil Walters

CFP®, AAMS

Private Wealth Advisor

Chief Executive Officer of Walters & Associates
Visit Neil Walters's website

Thomas Ballard

APMA®

Financial Advisor

Visit Thomas Ballard's website

Trent LaMonica

CFP®, APMA®

Financial Advisor

Visit Trent LaMonica's website


Team

Michelle Walters

Michelle Walters

Marketing Director,

Event Planner