Walker Person
About Walker Person
Walker Person is a financial services professional with over a decade of experience, specializing in supporting financial advisors transitioning to independent firm ownership. He holds a double major in marketing and finance and possesses several FINRA licenses, working primarily in Austin, Texas.
Work at Lion Street
Walker Person joined Lion Street in 2018, where he focuses on providing resources and intellectual capital to financial advisors. His role includes supporting financial advisors in their transition to independent firm ownership under the Lion Street model. This model is designed to enhance the operational capabilities of advisors catering to high-net-worth individuals and corporate clients. Walker's contributions aim to improve the reach and effectiveness of Lion Street's offerings in the financial services sector.
Education and Expertise
Walker Person earned a bachelor's degree from Fort Lewis College, where he double majored in marketing and finance. He holds several FINRA licenses, including Series 7, 63, and 65. These qualifications reflect his expertise in financial services and his commitment to providing knowledgeable support to advisors in the industry.
Background
Walker Person has over 10 years of experience in the financial services industry. He began his career at New England Financial in 2010, where he gained foundational knowledge and skills. He later worked at Volente Insurance Partners, focusing on the institutional space, and has experience as a financial advisor and in distribution.
Professional Focus
Walker Person's professional focus is on enhancing the capabilities of financial advisors who serve high-net-worth individuals and corporate clients. He operates from Austin, Texas, a significant hub for financial services and innovation. His work emphasizes the importance of providing advisors with the necessary resources to succeed in a competitive market.