Will Walker, CFP®WEALTH MANAGER
Will Walker is committed to building long-term relationships with his clients through comprehensive financial planning starting with their financial goals, needs, time horizons, and individual circumstances. Drawing on his in-depth training, planning tools, and skill in analyzing and assessing his clients’ financial circumstances and goals, Will works with his clients to develop their financial freedom through diversification, developing sufficient emergency funds, managing risk, and income. Will’s goal is to provide families and business owners with assistance in building their financial freedom, and to become an impact player in the financial lives of each and every client.
Will graduated from Pennsylvania State University, where he earned an Administration of Justice degree. He proudly holds Series 7 and Series 66 registrations, and is licensed to sell life and health insurance in PA and NJ. He is registered to offer securities
products in PA and NJ, as well.
Will is also very active in the communities he serves. He is a member of the Board of Directors of the Bensalem Business Association, where he currently serves as Secretary. He is also the Head Coach of the Hulmeville Soccer Club, where he coaches local youth athletes weekly.
Will resides in Bensalem PA with his wife, Alison, and their daughter, Sadie. In his free time, he enjoys reading, running, anything to do with sports, and watching movies.
A diversified portfolio does not assure a profit or protect against loss in a declining market.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.