Leo Walker

Leo Walker Email and Phone Number

Senior Financial AdvisorManaging Director-Investments @ Wells Fargo Advisors
st. louis, missouri, united states
Leo Walker's Location
San Diego County, California, United States, United States
Leo Walker's Contact Details

Leo Walker personal email

n/a

Leo Walker phone numbers

About Leo Walker

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

Leo Walker's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

View
Senior Financial AdvisorManaging Director-Investments
st. louis, missouri, united states
Employees:
15127
Leo Walker Work Experience Details
  • Wells Fargo Advisors
    Managing Director - Investment Officer, Senior Financial Advisor
    Wells Fargo Advisors Apr 2009 - Present
    Greater San Diego Area
    I work with high net worth individuals, business owners, and corporate executives that have unique and often times complex needs.
  • Bank Of America
    Financial Advisor
    Bank Of America Jul 2006 - Mar 2009
    Greater San Diego Area
    I provided clients and customers of the bank with investment, banking and planning advice.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Oct 2001 - Jun 2006
    Fresno, California Area
    I worked with families, attorneys and physicians to build appropriate investment portfolios. Advised municipalities with their multi billion dollar cash management portfolios.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Nov 1998 - Sep 2001
    Fresno, California Area
    I worked with individuals, families, attorneys and physicians providing investment advice and planning for their retirement goals.
  • Guardian Life
    Financial Consultant
    Guardian Life May 1993 - Oct 1998
    Fresno, California Area
    Provided advice to families and business owners when purchasing life insurance, disability insurance and mutual funds.

Leo Walker Skills

Financial Advice Investments Retirement Planning Executive Services 401k Plans Business Succession Planning Asset Allocation Stock Options Iso/nso Concentrated Stock Estate Planning Strategies

Leo Walker Education Details

  • California State University-Fresno
    California State University-Fresno
    Communications

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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