Profiel
Mr. Jeffrey M.
Walters is Wealth Manager at Badgley, Phelps & Bell, Inc. He has over 17 years of experience in advising clients with a focus on retirement planning.
He joined Badgley Phelps in July 2015.
His expertise is working with successful professionals, business owners, and employees transitioning from their career to a meaningful retirement.
This is done using a thoughtful financial planning process which addresses his client's unique goals and objectives to build a customized investment portfolio.
He received his Bachelor of Arts degree in Finance from Western Washington University.
Eerdere bekende functies van Jeff Walters
| Bedrijven | Functie | Einde |
|---|---|---|
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jeff Walters
| Western Washington University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
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Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
