Discover Your Unique Financial Path

Transcript
Your time is valuable—it's the one truly irreplaceable commodity, and I won't waste it. My job is to help you enjoy it to the fullest, guiding you to, through, and beyond retirement.

I provide tools and personalized guidance so you can make the most informed decisions for your money and family. Our game plan involves helping you:

●       Avoid over-concentration

●       Diversify your portfolio

●       Balance risks and returns

Having a process is a significant time saver. With a good process, you don't need to assess every market move.

Your time is precious. Let's make it count.

PM-04082026-6260141.2.1
team

From Dreams...To Goals... To Flexibility... To Confidence

Leo Walker

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, DC, GA, HI, ID, IL, LA, MI, MO, NV, OR, SD, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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