Walker Grove
Financial Advisor at Merrill Lynch Wealth Management
- Role
- Financial Advisor at Merrill Lynch
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Walker Grove
Financial Advisor - Merrill Lynch Wealth Management - The GOLDS Group I chose to…
Experience
Financial Advisor
Jul 2023 — Present
As a Merrill Financial Advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family. I am driven by my passion for delivering excellent service and helping clients pursue their goals. Our goals-based wealth management approach places the investor at the center of our focus, not the market. I can help you understand the pros and cons of every decision and maintain discipline so you can pursue your goals. I take the time to know clients as individuals and investors, and I value the relationships we develop. I work together with clients to understand important financial goals, and then agree upon an investment approach designed to help them pursue each of their goals. I believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice. I take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, I can work with you to help build a goals-based financial approach.
Education
University of North Carolina System
Bachelor's Degree
2019 — 2023
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