Profil
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.
Ehemalige bekannte Positionen von Jeff Walters
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ausbildung von Jeff Walters
| Western Washington University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
