Walter R. Wilson, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Walter R. Wilson, Jr. CFP®

Waddell & Reed, Inc.

8050 Beckett Center Drive, Suite 303
West Chester, OH 45069
FINANCIAL ADVISOR'S WEBSITE
(513) 253-0780

General

Walter Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed, Inc. in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC, AWMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Starting a Family

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Helpful Financial Planning Resources