Team

Walter Wilson, CFP®, ChFC®

LPL Financial Advisor

(513) 253-0780

(513) 860-0601

wwilson@wradvisors.com

Call or email to schedule an initial consultation or client review. Walter is a LPL Financial Advisor with Waddell & Reed and a CERTIFIEDFINANCIAL PLANNER™ practitioner. He received his bachelor’s degree inMathematics and...

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Carrie Gassmann

Advisor Assistant

(513) 253-0780

(513) 860-0601

cgassmann@wradvisors.com

Carrie began working with Walter in June of 2022. In this role, she is responsible for client service, including all order processing and accuracy. She will also be your point of contact for scheduling meetings. Before working for...

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Danielle Ullman

Advisor Assistant

(513)253-0780

(513) 860-0601

dullman@wradvisors.com

Danielle began working with Walter and Carrie in July of 2023. She recently graduated from Northern Kentucky University with a Bachelors of Fine Arts degree. When she is not at work, you can find her performing in a show at a local...

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