Verified recordFinancial Services

Walker Grove

Financial Advisor at Merrill Lynch

Based in Raleigh, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Raleigh

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

w•••••••@ml.com

Phone

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Background

About Walker Grove

Financial Advisor - Merrill Lynch Wealth Management - The GOLDS Group I chose to be part of the financial services industry to help others. As a financial advisor, my goal is to help clients pursue their personal goals, such as planning for and funding their children's educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything I do takes into account clients' personal perspectives and priorities. I aim to help bring simplicity and transparency to the complexities of investing and bring value to your financial situation. Our team's mission is complete if we assist our clients in achieving their financial goals while at the same time helping to preserve their assets and managing their risk, so they can continue to maintain their financial confidence. By following this mission, our team will focus on assisting you through all your financial situations and provide you with professional strategy when dealing with your investments. No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to me is what matters most to you. After graduating North Carolina State University with a BS in Finance, I completed my SIE, Series 7, and Series 66 FINRA exams to become registered as a financial advisor. Since then, I have enjoyed helping others achieve their financial goals and I look for more opportunities to do the same for someone else. Proud to be a member of the GOLD Team, awarded Forbes "Best-in-State Wealth Management Teams" list in 2025, 2024, and 2023. Published annually in January. Rankings based on data as of March 31 of prior year.*

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