Doug Walker is a First Vice President and Wealth Management Advisor who joined Merrill Lynch Wealth Management in 1988. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them meet their short and long-term financial goals.
Doug's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services, lending strategies and philanthropy.
A graduate of the University of Maryland, Doug has over 35 years of experience in the financial services industry.
*Asset allocation does not ensure profit or protect against loss in declining markets.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
