Senior Vice President–Wealth Management
Financial Advisor
In 2019 Walt returned to working full time as a Financial Advisor after serving for over seven years as Branch Manager for UBS in Spokane. His educational background includes a BA degree from Colgate University, and an MBA in Finance from Florida State University. Additionally, Walt holds the CFP® financial planning designation.
Walt has worked in financial services for over 20 years, and prior to that gained experience in corporate finance, management consulting and corporate acquisitions. Away from work he enjoys fly fishing, skiing, and family time with his wife Sandi and their two sons.
Education
Credentials
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Senior Vice President–Wealth Management
Financial Advisor
In 2019 Walt returned to working full time as a Financial Advisor after serving for over seven years as Branch Manager for UBS in Spokane. His educational background includes a BA degree from Colgate University, and an MBA in Finance from Florida State University. Additionally, Walt holds the CFP® financial planning designation.
Walt has worked in financial services for over 20 years, and prior to that gained experience in corporate finance, management consulting and corporate acquisitions. Away from work he enjoys fly fishing, skiing, and family time with his wife Sandi and their two sons.
Education
Credentials
Let's connect
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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