Doug is a financial advisor who has helped individuals, families, and businesses to establish and achieve their financial goals for over 25 years. He began his financial advisory career in 1988 joining the Prudential Financial Company where he was a representative for 15 years. In 2004, Doug became an independent financial advisor. He created Walter & Company Financial Services, Inc. in 2007 as an independent insurance and investment firm. He is licensed as an Investment Advisor Representative with Kestra Advisory Services, LLC. Also, Doug is licensed to market securities, mutual funds, annuities, life and health insurance; so that he can help his clients meet their financial and insurance needs.
As an independent financial professional, Doug understands that allowing someone to become involved with your personal or business finances is a matter of real trust. It is his personal belief to become more than a financial advisor, he becomes a true partner in each step of a client's financial strategy. So, whether it's providing for retirement, wealth transfer, or establishing a legacy, you can be assured that every recommendation made by Doug is meant to help his clients reach their financial goals, for the present and for the long term. Please contact Doug at 419-468-7200 or Doug@walterandcompany.com
In addition to sound financial advice, Doug believes in strong family and community involvement. He's a 6th generation Galionite, Galion Chamber of Commerce and Gospel Baptist Church. He and his wife, Melinda have two children Isaac and Jessica 1 step grandchild and 2 grandchildren.