In addition to a highly coveted spot on this year’s list, Walton boasts nearly three decades of experience and several
Walton began developing his skills in asset allocation, modern portfolio theory, and institutional money management as an account executive at Dean Witter Reynolds in New York. From there, he went on to become associate vice president of investments at
Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–broker/dealer, provides the infrastructure and support for Walton’s thriving practice. Walton has been named a President’s Club Advisor for the last five years, a distinction earned by only thirteen percent of CFN advisors. In addition,
Outside the office, Walton continues to work on behalf of his community and region. After overseeing the restoration and LEED certification process of Walton Financial’s headquarters in the historic Rosedale neighborhood of Homewood,
The opening line of the Methodology section of the Forbes article states the following, ‘Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives, they want to add meaning, help them live better lives.’
I could not agree more. Your selection to the list is a testament to the positive impact you have on the well-being of your clients and their families.”
Upon news of the award, Walton said, “We’re so proud to be back on the Forbes’
About Walton Financial
Walton Financial has been providing individuals, families and organizations with financial guidance since 1999. Located in Birmingham, AL, the firm prides itself on crafting strategies to meet each client’s unique needs and goals. From personal financial, investment and retirement plan design, to insurance counseling and institutional benefit management for small business, the team offers specialized expertise in many areas. Securities and advisory services are offered through Commonwealth Financial Network, Member FINRA,
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by
1This recognition and the due–diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
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SOURCE Walton Financial