Neil B. Walters
Private Wealth Advisor at ArchPoint Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor, Chief Executive Officer at Archpoint Wealth Advisors at Ameriprise Financial Services, LLC
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Neil B. Walters
It’s never too early to begin thinking about leaving a legacy. We provide our clients…
Experience
Financial Advisor, Chief Executive Officer at Archpoint Wealth Advisors
Ameriprise Financial Services, LLC
Jan 2005 — Present
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.Whether you\'re looking for investment strategies, retirement income, funding for your child\'s education, or estate or tax planning strategies, we\'ll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours. I hold FINRA Series 7, 9, 10, 31, 63 and 65 securities licenses, as well as a Group I Life Insurance certification for the state of Texas.Areas of Focus:Retirement Planning Strategies Wealth Preservation StrategiesRetirement Income StrategiesEstate Planning Strategies
Education
College for Financial Planning
Accredited Asset Management Specialist
2006 — 2007
Texas State University-San Marcos
Bachelor of Science in Criminal Justice; Minor in Business Administration
1998 — 2001
College for Financial Planning
Certfied Financial Planner
2010 — 2011
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