Walters & Associates

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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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Linda E. Doster

Linda E. Doster

Client Service Coordinator

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