Walter Brown

Walter has been active in the financial services industry since 2014.

At Prudential and LPL Enterprise he leads a diverse team handling every aspect of a client's financial world, including financial organization, saving strategies, risk management, investments, tax efficiency, retirement income planning, estate strategies and business planning. Forming a holistic plan where every move works in concert towards achieving the client's financial goals is what sets him apart. Creating such a holistic plan requires an advisor who is well-versed in all areas of finance. With Series 7 and 66 investment licenses held at LPL Enterprise and life, health and disability insurance licenses in addition to being a Certified Financial Planner™ (CFP®), Certified Business Exit Planner™ (CExP™) Chartered Financial Consultant® (ChFC®), and a Retirement Income Certified Professional (RICP® ) Walter checks all boxes in terms of breadth and depth of financial expertise, which allows him to confidently advise across the full financial spectrum.