Verified recordFinancial Services

Christopher Walters

Managing Director at Wells Trecaso Financial Group Carson Wealth

Based in Cleveland, United States

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Seniority

Director

Department

General Business & Management

Location

Cleveland

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

c•••••••@wellstrecaso.com

Phone

5 credits

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Background

About Christopher Walters

I work with clients to develop a customized financial plan and asset allocation. I am also involved in the investment research and trading aspect of our managed accounts. For our institutional clients, I assist with manager selection, evaluation and investment policy plan guidelines.

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