Jeremy J. Walker
As wealth manager, president, and managing partner of Maverick Wealth Management, Jeremy Walker specializes in financial planning, wealth management, risk transfer, and generational asset transfer strategies for individuals and for agribusiness clientele. With twenty years of experience in the financial services industry, Jeremy continues to put his clients first and to provide them with the sound financial advice they need to achieve financial independence.
Jeremy considers himself fortunate to be among the few who knew early on what they wanted to do in life. He knew that he wanted to go into finance and to take a holistic approach, even before it became popular to do so. After enrolling at the University of North Texas in Denton, Jeremy earned two bachelor’s degrees. The first was in financial planning, and the second was in insurance. He then went on to earn two designations from the College for Financial Planning in Colorado: Chartered Retirement Planning Councilor (CRPC) and Accredited Wealth Management Advisor (AWMA).
Throughout his career, Jeremy worked for high end investment firms such as Merrill Lynch and Ameriprise Investment Services Inc. While working with Ameriprise, he met Matt Hubbell, an advisor for Edward Jones in a neighboring city. Matt had a lot of experience in finance, and his background included being a portfolio manager, a whole seller of investment products, and VP of institutional sales for TD Ameritrade. After discovering that their different philosophies and diverse backgrounds helped them to better serve those in rural communities, the two decided to become partners and to create their own practice; Maverick Wealth Management.
Headquartered in Burleson, Texas, Maverick Wealth Management is now a completely independent firm and is licensed in 30 states. The company focuses on the agriculture industry with 50% of the clientele being agricultural and 80% being rural. Jeremy credits much of their success to their unique backgrounds and to their code of ethics. He explains, “Serving our community and our clients is our primary focus. Without them, we are not a firm. Working together to help our clients is our staff’s number one goal. We work hard to earn their trust, and we will always value and guard the trust they place in us.”
Throughout his career, Jeremy has received multiple awards and recognitions. He was named salesman of the month over a dozen times and salesman of the year twice during the time he worked in commodities. While at Ameriprise, he was awarded several firm and industry-wide recognitions including the prestigious Protect the Dream Award, and Jeremy has been a recipient of the coveted 5 Star Wealth Management Award for the past seven consecutive years.
Contact:
Jeremy J. Walker, CRPC, AWMA
Wealth Manager, President & Managing Partner
Maverick Wealth Management
255 Elk Drive, Suite D
Burleson, Texas 76028
Website: www.maverickwm.org
Facebook: www.facebook.com/maverickwealth/
Twitter: twitter.com/maverick_jeremy
LinkedIn: linkedin.com/in/Jeremy-walker-85a523b9/