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Marcus Walker

Marcus Walker, CFP®, ChFC®, CLU®
Senior Vice President Senior Wealth Advisor Truist Bank

5128 Apache Plume Rd

Fort Worth, TX 76109-1540

Marcus.Walker@Truist.com

Phone 214-234-7734

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About me

Background

Marcus Walker is a Senior Wealth Advisor with Truist Bank, offering over 18 years of industry experience serving successful business owners and high-net-worth families as an advisor. He and his team of specialists create a family office experience by designing and implementing customized wealth management strategies that help meet financial, tax*, and wealth transfer needs. 

He graduated from The University of Texas at Arlington with a BBA in finance.  His credentials include the following licenses and designations: 
 
CERTIFIED FINANCIAL PLANNER™ professional, IRS Enrolled Agent (EA)*, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).  FINRA Series 7, 63, 65, and Insurance License.   

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance - B.B.A.
University of Texas at Arlington 1997 2001

Personal Interests

Marcus is a native Texan and currently resides in Arlington, TX with his wife, Tara, and their daughter, London.

With his own adoption story, Marcus volunteers with Gladney Center for Adoption where he mentors expectant parents as they prepare for their newborn.

In his free time, Marcus enjoys running, grilling, and traveling with his family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Truist Performance Award*
Truist 2021
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue. 

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