Scott Walker

Scott A. Walker
Wealth Advisor Truist Bank

50 Hudson Yards

69th Floor,

New York, NY 10001

Scott.A.Walker@truist.com

Phone 212-884-1172

Get directions

See all locations

About me

Background

Scott Walker is a Wealth Advisor in the New York City office of Truist Wealth. Scott works with clients in the New York area, including wealthy families, entrepreneurs, real estate developers, private equity and hedge partners whose wealth has a complex set of objectives across their balance sheet. He draws from the depth of his experience to offer a highly-personalized approach and customized strategies.

Scott understands that every client tells a unique story, and he listens carefully to identify their goals and the aspirations they have for themselves and their legacy. He navigates the full breadth of resources at the firm to coordinate a team of specialists from multiple disciplines—asset management, trust, planning, banking and credit platforms. He taps a vast array of specialists and resources along with market research to inform his recommendations. He is experienced in building strong relationships and considers integrity and transparency paramount in serving clients’ best interests.

Over a two-decade career, Scott has gained considerable insight into the sophisticated requirements of high-net-worth clients. His strengths include investment management, wealth guidance and business development. Before joining Truist Wealth, he spent much of his professional career with City National Bank and the combined organization of Wachovia Wealth Management and Wells Fargo Private Bank. Most recently he was with JP Morgan Private Bank.

Scott attended Towson University, where he earned a B.S. in Mass Communications. He was recruited to join Morgan Stanley’s Financial Advisor Investment Management training program upon completing school.

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

B.S. in Mass Communications
Towson University

Personal Interests

Raised to give back to the community, Scott has been on the boards of several not-for-profits, including Long Island Epilepsy, Long Island Alzheimer’s and Riverhead Marine Foundation. Currently, he supports an annual scholarship fundraiser for local deserving high school students to honor two local heroes. 

Scott grew up on Long Island and continues to live there with his wife and two daughters. They spend most of their time between their homes on the South Shore of Long Island and the North Fork boating, fishing, enjoying family and at the beach.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Locations

Loading location info...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}

Recommended Resources

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, and Sterling Capital Management, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. 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.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2024, Truist. All Rights Reserved.