Walter Putnam Email & Phone Number

Answering the question of “why” I chose this career path is clear. I believe in perpetuating private capital and keeping it private. I am an aggressive listener and seek first to understand and second to be understood.Describing what I do in:One word: Proactive.Two words: Provoke thought.
Strategic brainstorming. 
Three words: Avoid family conflict. 
Four words: Ensure peace of mind.By provoking thought through strategic brainstorming, conflict can be avoided and gaps discovered and uncovered through proper planning. It is my responsibility to make sure the world you built together as a family or as a business stays together.Financial planning doesn't happen by chance; it is the product of wise choices and sound decision-making. With over thirty-five years of experience in the financial services industry, I understand what patience and experience can mean for my clients. I am passionate about building long-term relationships and looking out for the best interests of those relationships and their families. 

Feel free to reach me directly at (704) 366-3625

Specialties: CLU® | ChFC® | AEP® | CFP Series 6, 7,63, 65, 66 Wealth Management | Strategic Financial Planning | Retirement Planning | Estate Planning Strategies | Risk Management | Insurance Management

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  Wealth Management Advisor

  Northwestern Mutual

  Apr 1979 - Present - Charlotte, North Carolina Area

  As a Wealth Management Advisor, I help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. I understand complex financial issues, and how they can affect life goals. I work with clients to fully understand their situation, and look to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.My tenure with Northwestern speaks to its credibility as a stable financial institution. Northwestern Mutual offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.