Profil
Ms. Marisa L.
Walker is a Senior Vice President & Financial Advisor at Robert W.
Baird & Co., Inc. She specializes in partnering with clients and coordinating financial planning to help them achieve their financial goals.
Ms. Walker joined McAdams Wright Ragen in 2004, building upon an 18-year career in financial services focused on meeting the needs of high net worth clients, and helping them manage their wealth.
She started her financial services career in 1986 with Rainer Bank, and in 1992 she joined Private Banking at Key Bank.
She graduated from the University of Washington in 1990 with a B.A.
in Sociology.
In 2005, Ms. Walker received a Certificate in Financial Planning from Seattle University and subsequently earned the Certified Financial Planner certification.
Anciens postes connus de Marisa Louise Walker
| Sociétés | Poste | Fin |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Gestionnaire de Portefeuille-Actions | 01/11/2014 |
Formation de Marisa Louise Walker
| University of Washington | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
