Broker Check


Walter Wilson, CFP®, ChFC®

Financial Advisor

(513) 253-0780

(513) 860-0601

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

Advisor Assistant

(513) 253-0780

(513) 985-9452

Maria began working with Walter as his assistant in August of 2014. 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. Maria...

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