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John Walker Cfp Aep Cap Msfp

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John Walker Cfp Aep Cap Msfp

Managing Director | Private Wealth Management | Capital Wealth Advisors

Jacksonville, Florida, United States

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John Walker Cfp Aep Cap Msfp

Summary

John Walker is a seasoned financial services professional with extensive experience in wealth management and insurance. As the Managing Director at Capital Wealth Advisors, he leverages his analytical skills and leadership abilities to guide clients in achieving their financial goals. John's diverse background includes roles in tutoring finance and licensing, where he shares his expertise with aspiring professionals. With a strong commitment to personal and professional development, he has earned multiple advanced designations in financial planning. His childhood curiosity and passion for strategy have shaped his unique approach to client relationships, blending humor with a results-driven mindset. John is also a strong advocate for innovation and process improvement in the financial sector, aiming to enhance client experiences and operational efficiency.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

John Walker Cfp Aep Cap Msfp

Work Experience

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Managing Director | Private Wealth Management at

Capital Wealth Advisors

August 2023 - Present

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Finance and Licensing Tutor at

Varsity Tutors, a Nerdy Company

October 2018 - August 2023

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Executive Vice President | Private Wealth Management at

Capital Wealth Advisors

November 2021 - August 2023

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Senior Vice President Private | Wealth Management at

Capital Wealth Advisors

June 2021 - November 2021

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Vice President | Private Wealth Management at

Capital Wealth Advisors

December 2018 - May 2021

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Team Manager, Portfolio Advisory Servies (PAS) at

Fidelity Investments

January 2018 - October 2018

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Vice President Financial Consultant (VPFC) at

Fidelity Investments

January 2011 - December 2017

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Portfolio Specialist (PS) at

Fidelity Investments

August 2010 - June 2011

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RIS Proactive at

Fidelity Investments

February 2010 - August 2010

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Retirement Solutions Representative (RSR) at

Fidelity Investments

November 2009 - February 2010

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Retail Proactive Sales at

Fidelity Investments

May 2008 - October 2009

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Fixed Income Specialist at

Fidelity Investments

March 2008 - May 2008

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Investments Representative at

Fidelity Investments

August 2007 - March 2008

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Registered Representative/Mutual Funds Trader at

Fidelity Investments

November 2006 - August 2007

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Corporate Trainer at

Carrabba's Italian Grill

May 2003 - November 2006

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Student Intern at

ROLANDO A. CAPANNA INSURANCE AGENCY, LLC

August 2002 - May 2003

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John Walker Cfp Aep Cap Msfp

Education

The American College of Financial Services, Master Of Science - Ms

January 2021 - January 2024

The American College of Financial Services, Chartered Advisor In Philanthropy®

January 2023 - January 2023

The American College of Financial Services, Accredited Estate Planner®

January 2021 - January 2021

Florida State College at Jacksonville, Bachelor Of Applied Science - Bas

January 2011 - January 2016

Saenger Organization, Colonial Insurance College

January 2003 - January 2003

Frequently Asked Questions about John Walker Cfp Aep Cap Msfp

What is John Walker Cfp Aep Cap Msfp email address?

John Walker Cfp Aep Cap Msfp's primary email address is ***********@varsitytutors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does John Walker Cfp Aep Cap Msfp work for?

John Walker Cfp Aep Cap Msfp is a Managing Director | Private Wealth Management at Capital Wealth Advisors, a company specializing in Insurance agents, brokers, & service.

Where John Walker Cfp Aep Cap Msfp graduated from?

John Walker Cfp Aep Cap Msfp holds a degree in Financial Planning And Services from The American College of Financial Services.

How can I directly contact John Walker Cfp Aep Cap Msfp?

To contact John Walker Cfp Aep Cap Msfp directly, you can use the email address ***********@varsitytutors.com. Complete contact information is available upon registration with Muraena.

Who is John Walker Cfp Aep Cap Msfp?

John Walker is a seasoned financial services professional with extensive experience in wealth management and insurance. As the Managing Director at Capital Wealth Advisors, he leverages his analytical skills and leadership abilities to guide clients in achieving their financial goals. John's diverse background includes roles in tutoring finance and licensing, where he shares his expertise with aspiring professionals. With a strong commitment to personal and professional development, he has earned multiple advanced designations in financial planning. His childhood curiosity and passion for strategy have shaped his unique approach to client relationships, blending humor with a results-driven mindset. John is also a strong advocate for innovation and process improvement in the financial sector, aiming to enhance client experiences and operational efficiency.

John`s contact details

mail

***********@varsitytutors.com

*******@capitalwealthadvisors.com

Colleagues

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Lewis Johnson

Co-Founder, Chief Investment Officer & Partner

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Joseph Tornincaso

Senior Vice President / Private Wealth Management

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Jo Anne Keck

Vice President of Private Wealth Management

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James Beachum

Vice President | Private Wealth Management

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Jason Baum Cfa Cfp Chfc

Senior Vice President, Private Wealth Management

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