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Walter Storm profile image

Walter Storm

Financial Advisor at Sa Stone Wealth Management
Intro Book
Walter Storm, a seasoned financial expert with 33 years of experience, offers investment advisory and asset management services, guiding clients towards retirement, education, and estate planning goals.
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Location
Alpharetta, Georgia, United States, US
Skills
  • Investments
  • Investment Advisory
  • Asset Management
  • Financial Advisory
  • Investment Management
  • Show all
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Bio

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Walter Storm is a seasoned investment expert with 33 years of experience in guiding clients toward their financial objectives. As a Financial Advisor at SA Stone Wealth Management Inc., he has helped clients achieve their goals of retirement, college fund establishment, and tax reduction. Prior to joining SA Stone, Walter worked at First Investors, where he assisted clients in setting up investment plans to meet their specific needs. Throughout his career, Walter has developed a comprehensive skill set, including investments, investment advisory, asset management, financial advisory, investment management, fixed annuities, fixed income, estate planning, financial planning, and strategic planning. His expertise has been refined through his education, including a Bachelor of Business Administration (BBA) from Mercer University. With a strong foundation in business and finance, Walter has established himself as a trusted authority in the industry. His dedication to delivering exceptional client service has earned him a reputation as a knowledgeable and effective financial advisor.

Experience

  • SA Stone Wealth Management Inc.
    • Alpharetta, Ga.
    • Financial Advisor
      • Jun 1991 - Present
      • Alpharetta, Ga.

      Meet with clients to help set up financial plans so as to accomplish their goals of retirement , sending their children to college or reduce their taxes.

  • First Investors
    • financial Advisor
      • Nov 1980 - Jun 1991

      Met with clients to help them set up investment plans to meet their investment goals, whether it was retirement, college fund or purchase a second home.

Education

  • 1975 - 1979
    Mercer University
  • 1967 - 1975
    Gables Academy

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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