Walter Wilson

Background

About Walter Wilson

I specialize in working with families transitioning to the retirement/distribution phase of their investment lives. I take a goal-based wealth management approach with all my clients to qualify and quantify their life goals and build a road map to help achieve those goals. I want all my clients to focus on what is most important to them like family, knowing their investments are continuously working for them. I also want to educate those I serve during the decision making process and simplify what could be a very complex process. I joined Fisher Investments as an Investment Counselor in March of 2021. Before Fisher Investments, I served as a Financial Advisor with Raymond James and as an Investment Consultant with Scottrade Inc./TD Ameritrade, since July 2013. I graduated from the University of Texas at El Paso with a Bachelor’s Degree in Business Administration in Finance. I also hold a Series 7, 63, and 66 licenses along with the Accredited Asset Management Specialist Designation from the College for Financial Planning. I am a 6 year Veteran of the United States Air Force, Security Forces. As a native El Pasoan, I have been involved in my community as an assistant coach for my daughters’ T-Ball team at the Horizon City Youth League, coached my daughters’ volleyball team at the YMCA and love playing paintball and weightlifting.