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Robert Walters

Robert D. Walters, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.
The Upland South Group of Truist Investment Services, Inc.

200 W Vine St

Suite 120,

Lexington, KY 40507-1612

Derick.Walters@Truist.com

Phone 859-629-3209

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About me

Background

I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with ten years of experience providing solutions tailored to help clients pursue their financial goals. I take an attentive, client-centered approach to wealth management dedicated to helping clients efficiently use their wealth. An effective relationship and plan both start with gaining a thorough understanding of all aspects of a client’s financial picture, taking their needs and goals into consideration, and then developing and executing a plan that adequately reflects their values, concerns, and objectives. 

 I began my financial advising career with Merrill Lynch in 2011 and worked as a financial advisor at J.P. Morgan before joining BB&T Scott & Stringfellow in 2018.

Registered Representative, Truist Investment Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree in Business Management
University of Kentucky 2001 2005

Personal Interests

I earned a bachelor’s in business management from the University of Kentucky.

Specialties

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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