Leo Walker Email and Phone Number
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Leo Walker personal email
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Listening and establishing trust is essential to helping clients navigate to, through and beyond retirement. I utilize a process that leverages strategies, technology and professional specialists to develop your plan, track progress and adjust as necessary in preparation for planned and unplanned critical financial events in your life. In the area of Wealth Management, I have access to professionals in Lending and Trust Services through Wells Fargo affiliates. Their advice and solutions are client centered, results oriented and value driven. Additionally, I collaborate with clients’ other advisors to help implement a plan and strategy that helps them focus on where they are headed and feel confident in where they stand in relation to their goals and intentions.Please contact me by e-mail at leo.j.walker@wellsfargo.com or by phone at 858-261-6278. This information is intended for use by residents of AZ, CA, DC, GA, HI, ID, IL, LA, MI, MO, NV, OR, SD, and WA only.CA Insurance Producer License Number 0762066/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Managing Director - Investment Officer, Senior Financial AdvisorWells Fargo Advisors Apr 2009 - PresentGreater San Diego AreaI work with high net worth individuals, business owners, and corporate executives that have unique and often times complex needs.
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Financial AdvisorBank Of America Jul 2006 - Mar 2009Greater San Diego AreaI provided clients and customers of the bank with investment, banking and planning advice. -
Financial AdvisorMorgan Stanley Oct 2001 - Jun 2006Fresno, California AreaI worked with families, attorneys and physicians to build appropriate investment portfolios. Advised municipalities with their multi billion dollar cash management portfolios. -
Financial AdvisorMorgan Stanley Nov 1998 - Sep 2001Fresno, California AreaI worked with individuals, families, attorneys and physicians providing investment advice and planning for their retirement goals.
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Financial ConsultantGuardian Life May 1993 - Oct 1998Fresno, California AreaProvided advice to families and business owners when purchasing life insurance, disability insurance and mutual funds.
Leo Walker Skills
Leo Walker Education Details
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California State University-FresnoCommunications
Frequently Asked Questions about Leo Walker
What company does Leo Walker work for?
Leo Walker works for Wells Fargo Advisors
What is Leo Walker's role at the current company?
Leo Walker's current role is Senior Financial AdvisorManaging Director-Investments.
What is Leo Walker's email address?
Leo Walker's email address is le****@****ley.com
What is Leo Walker's direct phone number?
Leo Walker's direct phone number is +131487*****
What schools did Leo Walker attend?
Leo Walker attended California State University-Fresno.
What skills is Leo Walker known for?
Leo Walker has skills like Financial Advice, Investments, Retirement Planning, Executive Services, 401k Plans, Business Succession Planning, Asset Allocation, Stock Options Iso/nso, Concentrated Stock, Estate Planning Strategies.
Who are Leo Walker's colleagues?
Leo Walker's colleagues are Jennifer Lawrence, Chris Riddick, James Platzer, Deanna Gill, Jake Colliflower, Mark Hines, Luis Cabral.
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Leo Walker
The Mission And Vision Are To Share In People'S Struggles, Weaknesses, And Successes By Meeting Them Right Where They Are Using Faith, Fitness, And Food!Elkridge, Md2ymail.com, smcmail.com -
Leo Walker
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Leo Walker
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