Archibald Walker

Background

About Archibald Walker

Since joining Merrill Lynch Wealth Management in 1983, I've enjoyed serving clients that try to make a difference, like I do. They include business owners, retirees, affluent individuals nearing retirement, and boards of non-profit organizations. We share values and a desire to optimize wealth in ways that can benefit those they love and causes they care about. I care deeply about offering a highly personalized wealth management experience that brings understanding and discipline to clients in New York, Florida and six other states – many who've worked with me for decades. I also guide families of special needs children, as well as elderly, divorced and widowed clients. Beyond investments, I offer insights on elder care, insurance and tax-efficient wealth transfer – coordinating with clients' attorneys, accountants and grown children. To customize clients' portfolios, I often conduct a personal wealth analysis so we can share the full financial picture. In my experience, financial solutions are determined by client needs and market opportunities. I've always believed that risk should be specific to the client's profile and investments appropriate to market conditions I believe that clients can best appreciate the value of a financial advisor during key transitions and life-changing events. When retirement begins, the change from a life supported by work income to one supported by investments is stressful for clients. When a baby is born or a spouse dies, I can add thoughtful guidance. I've watched clients' children grow up and serve many of them today. My goal is to enhance clients' lives, not just their portfolios. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions