Brad Walker

Brad Walker

Gestor de Cartera-Acciones en Wintrust Investments LLC .

Finance
Consumer Services

Perfil

Mr. Bradford M.
Walker is a Senior Vice President at Wintrust Investments LLC.
He values building client relationships based on trust and integrity by providing expertise in a full suite of wealth management services.
Brad joined the firm in October 2005 and works with local families, professionals, and businesses toward defining and achieving specific short- and long-term financial goals.
He takes a team approach to serving his clients, working with specialists in the areas of trust services, banking, insurance, lending, and estate planning.
As a Financial Advisor, Certified Financial Planner practitioner, and an Insurance Agent, he offers his clients a thorough understanding and an unbiased, customized approach to comprehensive financial management.
He has over 18 years of experience advising clients.
Mr. Walker was employed as a First Vice President by Wintrust Capital Management LLC.
He graduated from Ohio University.
He holds FINRA Series 7, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.

Cargos activos de Brad Walker

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Gestor de Cartera-Acciones 01/10/2005
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Gestor de Cartera-Acciones 30/06/2011
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Formación de Brad Walker.

The Ohio University Undergraduate Degree

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96

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3

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