Walker and Associates, A private wealth advisory practice of Ameriprise

Walker and Associates, A private wealth advisory practice of Ameriprise Mark Walker, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, Ameriprise Financial

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No one likes to think about needing long-term care, but planning ahead can help protect both your finances and your fami...
07/16/2026

No one likes to think about needing long-term care, but planning ahead can help protect both your finances and your family. A thoughtful strategy today may help reduce stress and difficult decisions down the road. Reach out to start the conversation.

https://bit.ly/4f2aDPG

Join us on August 11, 2026, at 12pm EST to get information on the market conditions, the factors that may contribute to ...
07/10/2026

Join us on August 11, 2026, at 12pm EST to get information on the market conditions, the factors that may contribute to market volatility, and strategies to help weather the uncertainty of the market.

https://bit.ly/3R0uFkp

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies t...
07/07/2026

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the abilit...
07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

As we wrap up Q2, we want to express our appreciation for everyone who has been part of our journey this quarter. Your t...
07/01/2026

As we wrap up Q2, we want to express our appreciation for everyone who has been part of our journey this quarter. Your trust, collaboration, and support are what drive us forward. Here's to a successful second half of the year!

Wishing a very happy birthday to Mark Davey. Thank you for your leadership and continued impact. Hope you have a great d...
06/26/2026

Wishing a very happy birthday to Mark Davey. Thank you for your leadership and continued impact. Hope you have a great day and a year ahead filled with continued success and meaningful accomplishments.

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any pe...
06/24/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

It all starts with your goals and what matters most to you.When those goals are supported by a clear, thoughtful plan, t...
06/17/2026

It all starts with your goals and what matters most to you.

When those goals are supported by a clear, thoughtful plan, they become more than just ideas. They become actionable.

From there, real progress begins to take shape.

And with that progress comes something even more important: confidence.

Confidence in your decisions.
Confidence in your direction.
Confidence in your financial future.

https://bit.ly/4euNMLe

Happy Birthday Andrew! His dedication and collaborative mindset make a lasting impact across the team. Wishing you a gre...
06/13/2026

Happy Birthday Andrew! His dedication and collaborative mindset make a lasting impact across the team. Wishing you a great day and continued success this year!

Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17045409996

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