Marcus Walker

Marcus Walker, CFP®, ChFC®, CLU®
Wealth Advisor Truist Bank

2001 Ross Ave

Dallas, TX 75201-2911

About me

Background

I am a Wealth Advisor with Truist Wealth, offering over 15 years of experience serving high-net-worth families as a trusted advisor, with a passion for advising clients regarding multigenerational wealth transfers, estate and gift planning, risk management, and banking.

My team of specialists and I work with clients to design and implement customized wealth management strategies that help meet their financial, tax, and wealth transfer needs.

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

I grew up and currently reside in Arlington, TX, with my wife, Tara, and our young daughter, London.

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.

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