Leo Walker, CIMA, CPWA

Senior Financial Advisor, Senior Vice President - Investment Officer

Special Services

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Executive Services                                           

4 Key Questions
  • Have you acquired stock through your company retirement plan?
  • Are you an insider at the company or subject to trading windows?
  • Have you been granted company stock options or other forms of equity compensation?
  • Do you own any restricted company stock?

It all starts with a conversation

Executive Services Resources → 


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Business Services                                                          

4 Key Questions
  • Are you maximizing the value of your business?
  • How do you prepare to transition your business?
  • How should you structure the sale of your business? 
  • What’s next for you, your family & your legacy?

It all starts with a conversation

Business Services Resources → 

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.

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