Robert (Derick) Walters,
CFP®
Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
The Upland South Group of Truist Investment Services, Inc.
Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
The Upland South Group of Truist Investment Services, Inc.
200 W Vine St
Suite 200,
Lexington, KY 40507-1612
About me
Background
Robert Walters is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience providing solutions tailored to help clients pursue their financial goals. He takes 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.
Robert began his financial advising career with Merrill Lynch in 2011 and worked as a financial advisor at J.P. Morgan before joining Truist in 2018.
Registered Representative, Truist Investment Services, Inc.
Check the background of this investment professional on
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Education
Bachelor's Degree in Business Management
University of Kentucky
2001
2005
Personal Interests
Robert earned a bachelor’s in business management from the University of Kentucky.
Specialties
Financial planning
Investment management
Financial education
Investment planning
Locations
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Map
200 W Vine St,
Suite 200, Lexington, KY 40507-1612
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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