John Walters Email & Phone Number

Vice President, Wealth Strategist @ Bryn Mawr Trust

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John Walters Location

Philadelphia, PA, US

John Walters Work

Vice President, Wealth Strategist @ (April 2025 - Present)
Senior Investment Advisor @ (May 2024 - Present)
Board Member @ (September 2026 - Present)
Senior Financial Advisor @ (February 2022 - May 2024)
Financial Advisor @ Wealth Enhancement Group (July 2021 - January 2022)
Director of Financial Planning @ (April 2018 - July 2021)
Account Manager and Senior Trainor @ (March 2010 - April 2017)
Founder @ (September 2014 - July 2015)
Financial Representative and Sales @ (July 2008 - December 2008)
Lock Box Clerk and Teller and Currier @ (July 2003 - June 2008)
Principal Partner @ Main Line Crepe Co. (July 2004 - May 2008)

John Walters Education

Temple University
Certificate Financial Planning (Financial Planning and Services)
2018-2019
Villanova University
Bachelor's Degree (Philosophy and Political Science Double Major)
2008
Pfalz Academy Lambrecht Germany
International History Among Nations
Bishop Shanahan High School
Activities and societies: Shanahan Rugby Football Club
The American University in Cairo
Activities and societies: CIMON 2008
The Catholic University of America
Political Science and Government
Villanova University

John Walters Skills

AI literacy
Account Management
Advanced Estate Liquidity & Wealth Transfer Planning
Analysis
Analytical Skills
Asset Allocation
Balance Sheets
Build Strong Relationships
Business Analysis
Business Development
Business Insurance Planning
Business Intelligence
Business Process Improvement
Business Succession and Buy-Sell Design
CRM
Cash Flow Analysis
Certified Financial Planner
Charitable Trusts
Coaching
Collaborative Leadership
Comprehensive Planning
Conflict Resolution
Consulting
Corporate Leadership
Corporate Partnership Development
Corporate Partnerships
Critical Thinking
Cross-platform Development
Customer Engagement
Customer Journey Mapping
Customer Service
Decision-Making
Designing and Underwriting Large Permanent Insurance Cases
Disability Insurance
Easily Adaptable
Emotional Intelligence
Entrepreneurship
Estate & Gift Taxation
Estate Planning
Estate Planning Law
Estate Tax Planning
Executive Compensation Planning
Exit Strategies
Family Balance Sheet Risk Management
Family Wealth Management
Finance
Financial Analysis
Financial Modeling
Financial Planning
Financial Services
Financial Statements
Financial planning tools
Go-to-Market Strategy
Growth Strategies
High Net Worth Individuals
Inheritance Tax Planning
Insurance
Insurance Based Executive Compensation
Interpersonal Communication
Intrapreneurship
Investment Management
Leadership
Life & Health Insurance Licenses
Life Insurance
Long Term Care Insurance
Marketing
Microsoft Office
Personal Trust Administration
Portfolio Management
Private Wealth Management
Project Management
Public Speaking
Relationship Building
Relationship Management
Retirement
Retirement Planning
Sales
Sales Management
Salesforce.com
Solution Selling
Stakeholder Management
Strategic Investment
Strategic Planning
Strategic Relationships
Strategy
Succession Planning
Tax
Tax Advisory
Taxation
Team Building
The Living Balance Sheet
Training
Training Facilitation
Trust Management
Trusts
Wealth Management
WebEx
adaptability
conflict mitigation
eMoney Advisor Software

John Walters Summary

John Walters, based in Philadelphia, PA, US, is currently a Vice President, Wealth Strategist at Bryn Mawr Trust. John Walters brings experience from previous roles at Bryn Mawr Trust, VERU 365, Vanguard and Wealth Enhancement Group. John Walters holds a 2018 - 2019 Certificate Financial Planning in Financial Planning and Services @ Temple University. With a robust skill set that includes AI literacy, Account Management, Advanced Estate Liquidity & Wealth Transfer Planning, Analysis, Analytical Skills and more. John Walters has 4 emails and 1 mobile phone numbers on RocketReach.