Walker and Associates, A private wealth advisory practice of Ameriprise

Walker and Associates, A private wealth advisory practice of Ameriprise Mark Walker, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner,Ameriprise Financial Services Inc. AR Insurance #2488482

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.

Donut holes, raised glazed, cake donuts… you name it. We love them all on National Donut Day!
06/07/2019

Donut holes, raised glazed, cake donuts… you name it. We love them all on National Donut Day!

Graduation season is here. After the party’s over, bring your graduate in for a conversation about their financial fut...
06/07/2019

Graduation season is here. After the party’s over, bring your graduate in for a conversation about their financial future. The future is brightest for those who set financial goals at an early age.

There can be many benefits for teens who work seasonal jobs, like gaining work experience and developing practical money...
06/06/2019
What Teens Must Know Before Starting a First Job

There can be many benefits for teens who work seasonal jobs, like gaining work experience and developing practical money-management skills. If your teen is looking for a summer gig, here are some tips to help get them started.

A primer on everything teens must know before starting a new gig, from taxes to the interview process.

06/05/2019

As we work together, you can expect regular conversations to review your investments and progress toward your goals to help ensure you’re staying on track.

06/01/2019

The cost of life insurance during your 50s and 60s may be more accessible than during your more senior years. Let’s discuss what you can do to help ensure that your protection needs support your retirement goals.

Setting specific financial goals can help boost your financial confidence and increase your chances for success.
05/31/2019

Setting specific financial goals can help boost your financial confidence and increase your chances for success.

High school students are more cost-conscious than ever when it comes to choosing a school. Find out how they plan to pay...
05/30/2019
Kids are increasingly worried about paying for college

High school students are more cost-conscious than ever when it comes to choosing a school. Find out how they plan to pay for college.

As college tuition skyrockets, the next generation of students is more cautious about higher education costs than ever before, according to the College Savings Foundation's survey of high school students across the country.

Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.
05/27/2019

Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.

While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the im...
05/23/2019
Dow stock swings are exhausting, but here's how to survive

While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the impact of volatility on your finances, let’s talk.

Massive intraday swings in the Dow Jones industrial average can test even the steeliest investor. What you need is a little perspective.

Nearly all women will become the sole financial decision maker in their household at some point in time. Learn why it’...
05/22/2019
Why Women Should Handle Financial Planning

Nearly all women will become the sole financial decision maker in their household at some point in time. Learn why it’s important that women take an active role in financial planning.

It’s time to understand the true impact of living longer, avoiding risk and prioritizing others.

Let’s talk about your ideal retirement age at our next meeting. It will help us set your long-term financial goals.
05/21/2019
How to determine your retirement age

Let’s talk about your ideal retirement age at our next meeting. It will help us set your long-term financial goals.

Here are some factors that might influence the age you retire.

To all the men and women in our armed forces, thank you for your service.
05/19/2019

To all the men and women in our armed forces, thank you for your service.

Ameriprise Research: While geopolitical risks are relevant at any time, it is also important to consider other factors w...
05/18/2019

Ameriprise Research: While geopolitical risks are relevant at any time, it is also important to consider other factors when you invest, either passively or actively, in various global regions. One characteristic that we find particularly valuable is sector exposure.

Unexpected health issues may cause some people to retire earlier than expected. Learn what you can do to help prepare.
05/16/2019
How to Protect Your Retirement Plans From a Sudden Health Scare

Unexpected health issues may cause some people to retire earlier than expected. Learn what you can do to help prepare.

Suffering a sudden health scare can force someone into retirement earlier than expected. There are ways, though, to prepare for this possibility and make sure you stay financially secure.

Expressing love and gratitude to all mothers today.
05/12/2019

Expressing love and gratitude to all mothers today.

05/10/2019

May you have a peaceful and happy Ramadan.

Have you thought about where you’ll live in retirement? Together,  can talk through different scenarios and discuss th...
05/09/2019
Downsizing your home

Have you thought about where you’ll live in retirement? Together, can talk through different scenarios and discuss the impact each could have on your financial goals.

Review these tips to help determine what type of retirement housing is best for you.

05/08/2019
Be confident, connected and in control of your financial life

Your goals are unique – and personalized financial advice may help you achieve them. Let’s schedule some time to talk.

An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial ad...

If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional ...
05/06/2019

If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional resources you need for success. #SmallBiz

Millennials are getting more financial support into adulthood than past generations, according to the Ameriprise Modern ...
05/02/2019
Even 30% of older, wealthier millennials had help paying for their first home

Millennials are getting more financial support into adulthood than past generations, according to the Ameriprise Modern Money study. Learn more about how this generational shift is having an impact on home ownership.

A recent survey from Ameriprise found that nearly 1 in 3 older millennials with $100,000 to invest received financial help from their parents to purchase their first home.

Thanks to a climbing stock market, low unemployment and slowing inflation, Americans’ financial happiness is at a new ...
05/01/2019
Americans' financial happiness hits new high, long-running index shows

Thanks to a climbing stock market, low unemployment and slowing inflation, Americans’ financial happiness is at a new high. Is this true for you? Let’s talk soon to touch base on your goals.

Although the index dipped at the end of 2018 due to a sharp decline in stock prices, it reached 36.1 for the quarter ended March 31, marking the highest reading in the 20-plus years tracked.

Nearly 80 percent of parents give some financial support to their adult children, according to Age Wave. Learn what you ...
04/25/2019
How Your Kids Can Ruin Your Retirement — and How to Make Sure They Don’t

Nearly 80 percent of parents give some financial support to their adult children, according to Age Wave. Learn what you can do to balance saving for retirement while supporting your kids.

Parents are spending $500 billion a year supporting their adult children—more than twice the amount they’re saving for retirement. How to help your kids without imperiling your golden years.

#FinancialLiteracyMonth can be good time to have money talks with the young people in your life.
04/24/2019
Teaching Your Grandkids About Financial Literacy

#FinancialLiteracyMonth can be good time to have money talks with the young people in your life.

April is Financial Literacy Month, which means it's a good time to start teaching your grandkids. Here are three lessons you can teach your grandchildren.

What are you doing to protect our planet today?
04/22/2019

What are you doing to protect our planet today?

Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal co...
04/18/2019
5 reasons seniors should consider getting a pet

Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal companion.

The National Poll on Healthy Aging finds that pets fetch health benefits for older adults — but there’s some risks, too.

04/18/2019

More than half of millennials say it’s more acceptable to talk about money today than it was a decade ago, according to the Ameriprise Modern Money study. Learn how financial attitudes and actions are shifting among investors.

Reese is prepared for a rainy day, are you?
04/17/2019

Reese is prepared for a rainy day, are you?

Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more ...
04/17/2019
Reasons to consider an early 401(k) roll over

Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more about your options and let’s connect to discuss.

Learn how in-service distributions could help you better manage your retirement savings.

04/16/2019

Today’s parents are helping children more with financial milestones than past generations, according to the Ameriprise Modern Money study. If you’re assisting your kids, let’s talk about what you can do to stay on track to achieve your goals.

If you have been to our office in Charlotte, you know this view all too well. Leslie’s bright and friendly smile greet...
04/15/2019

If you have been to our office in Charlotte, you know this view all too well. Leslie’s bright and friendly smile greeting you as you walk through our doors!
We are both happy and sad to announce that Leslie Carmichael has retired. Leslie has been such an outstanding member of our team and an inspiration to us all. She will be deeply missed but we can only feel happy for her as she moves on into this new chapter of her life. We wish you congratulations and farewell, Leslie!

When you prepare for whatever life brings — both the expected and the unexpected – you feel more confident. Let’s ...
04/15/2019

When you prepare for whatever life brings — both the expected and the unexpected – you feel more confident. Let’s talk about your goals and how you can achieve them.

04/15/2019

Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.

Teaching your kids how to manage money can help them establish good financial habits to last a lifetime. #TeachYourChild...
04/12/2019

Teaching your kids how to manage money can help them establish good financial habits to last a lifetime. #TeachYourChildrentoSave

04/10/2019

Families who openly discuss financial topics like estate planning feel more confident, according to the Family Wealth Checkup study from Ameriprise (https://bit.ly/2TOrNmP). Celebrate #NationalSiblingsDay by reaching out to your family members to start the conversation.

04/08/2019

Let’s take a fresh look at your retirement plan. We’ll discuss your goals and needs and help plan the steps you can take to achieve them. #NationalRetirementPlanningWeek

Many older Americans are seeking lower costs, better weather and adventure in retirement. Learn what you need to know ab...
03/21/2019
How to Invest When You Retire Abroad

Many older Americans are seeking lower costs, better weather and adventure in retirement. Learn what you need to know about managing your finances if you plan on retiring outside the U.S.

Carefully weigh the move to expatriate status, with special attention to banking and investments.

Address

7401 Carmel Executive Park Dr, Ste 300
Charlotte, NC
28226

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(704) 540-9996

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