R. Chris Walters, CFP®, CIMA®

Financial Advisor, Branch Office Manager, Managing Director

Chris Walters is responsible for providing clients, corporations and institutions with financial planning and investment management. Chris joined Cary Street Partners in 2009 as a Financial Advisor and has 30 years of experience in the financial services industry. In addition to holding numerous securities and insurance licenses, he has attained the Certified Financial Planner® designation and Certified Investment Management Analyst® certification from the Wharton School of Business. Previous to his tenure at Cary Street Partners, he was an employee of the Virginia Governor’s office and an analyst with Nomura Securities in New York City.

Chris is a 1991 graduate from the College of William and Mary. He and his wife are active community leaders in Abingdon where they live with their three children. He is a founding member of the SWVA Technology Council, past board member of Johnston Memorial Hospital, the Abingdon Rotary Club, and the Washington Co. Va Public Library Foundation. He is currently a board member of the Barter Theatre.

Experience:

  • Nomura Securities, Analyst
  • Bank of America Investment Services, Financial Advisor

Education/Certifications:

  • College of William and Mary, BA
  • Certified Financial Planner® designation
  • Certified Investment Management Analyst®designation
  • Series 3, 7, 24, 63, 65 licenses
  • Barter Theatre, Board Member