Marc Walker Email & Phone Number

St Petersburg, Florida, United States

As an Advisor with Longview Wealth Advisors, I help my clients make good decisions about their financial future. I understand they are busy with work, family and many other things that take up their time. Through the financial planning process, we help our clients get organized and focused on making progress towards their goals.

Tampa/St. Petersburg, Florida Area, United States

As an advisor with Waddell & Reed, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. I help each of my clients develop a strategy tailored to their unique needs and goals. My mission is to deliver financial solutions.

Tampa/St. Petersburg, Florida Area, United States

Account manager for Institutional clients in Texas, New York, and Georgia, providing trading services, including block trading, and research updates from the firm's analysts. In addition, assisted Corporate clients with share repurchase programs, At-the-Market offerings, and Rule 144 stock sales.

Richmond, Virginia Area, United States

Responsible for accounts in New York, Chicago and Boston. Helped grow trading business from underdeveloped accounts. Managed both day-to-day and long-term strategic objectives for multiple institutional clients, including communicating research, discussing market news and trends, and examining stock performance.

Atlanta

Developed and enhanced institutional trading relationships throughout the United States in assisting with the start-up of a new institutional research, trading, and market-making effort.Prior to Sterne, Agee, Institutional Sales Trader covering accounts in the Southeast with Jefferies & Company (Atlanta).