Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investment Management
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Awards & recognition

  • Walters & Associates, Forbes Best-in-State Wealth Management Teams, 2024, 2025
  • Neil Walters, Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Neil Walters, Ameriprise Circle of Success, 2011-2023
  • Neil Walters, Ameriprise Circle of Success Diamond Ring, 2023
  • Neil Walters, Five Star Wealth Manager, 2012-2016, 2018-2020, 2022-2024

Community participation

    Neil is passionate about the community in Austin, TX and he takes great pride in supporting client's charitable passions. The following are just a few of the organizations he has served in the past.

Tax Document Mailing Dates