Walters & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Walters & Associates
Team photo for Walters & Associates

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Advisors

Neil Walters

CFP®, AAMS

Private Wealth Advisor

Chief Executive Officer of Walters & Associates
Visit Neil Walters's website

Trent LaMonica

CFP®, APMA

Financial Advisor

Visit Trent LaMonica's website

Thomas Ballard

APMA

Financial Advisor

Visit Thomas Ballard's website


Team

Laura L. Mitchell

Laura L. Mitchell

Practice Manager,

Client Service Specialist

Qualifications

  • Please contact Laura directly for any client service needs.
  • 23 Years in Industry Client Service Experience

  • Holds Series 7 63 & 65 licenses
  • Licensed Texas Insurance Agent
  • BBA in Marketing from Southern Methodist University Dallas, TX 1998
  • 4 year Letterwinner NCAA Division I SMU XC/Track & Field

Roles & Responsibilities

  • Enhance Client Experience
  • Coordinate operational tasks
  • Process all new business
  • Handle all client service administrative requests
  • Website support
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Michelle Walters

Michelle Walters

Marketing Manager,

Chief Marketing Officer of Walters & Associates

Roles & Responsibilities

  • Client Event Coordination
  • Social Media Marketing
  • Enhance Client Experience
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Melissa Burek

Melissa Burek

Client Service Coordinator