Shala Walker Email & Phone Number
Director of Wealth Planning @ Linscomb Wealth
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Shala Walker Location
- Houston, TX, US
Shala Walker Work
- 2026 -now Director of Wealth Planning @
- 2024 -2026 Director of Financial Planning @
- 2019 -2024 Private Wealth Advisor @
- 2018 -2019 Wealth Strategist @
- 2016 -2018 Associate Consultant @
- 2014 -2016 Financial Planning Specialist @
- 2013 -2014 Wealth Advisory Associate @
- 2011 -2013 Investment Consultant @
- 2010 -2011 Premium Relationship Associate @
Shala Walker Education
- Rice University - Susanne M. Glasscock School of Continuing Studies
(Financial Planning)
2012-2013 - Clark Atlanta University
Bachelor’s Degree (Full Merit Scholarship, Honors Society, Who's Who Among American College Students, National Association of Black Accountants (Vice President 2009), Delta Sigma Theta Sorority, Inc. (Chapter Treasurer))
2006-2010 - The University of Chicago Booth School of Business
(Certified Private Wealth Advisor Certification)
- Clark Atlanta University
Shala Walker Skills
- Customer Experience
- Series 63
- World Class
- Financial Advisory
- Six Sigma
- Consultative Selling
- Consulting
- Professional Associations
- Public Speaking
- Art
- Rice
- Cash Flow
- Magazines
- Houston
- Yahoo
- Insurance
- Retirement Planning
- Optimistic
- Sales
- STAR
- Women'S
- Net
- Guidance
- Networking
- Portfolio Management
- Customer Satisfaction
- Motivational Speaking
- Investments
- Fidelity
- Academic
- Atlanta
- Mentoring
- Finance
- Discovering
- Strategic Planning
- Strategy
- Wealth Management
- Equities
- Mutual Funds
- Walker
- Business Administration
- Mass
- Strategic Financial Planning
- Strategies
- Families
- Asset Management
- Rate
- Financial Goals
- Affluent
- Implementation Strategies
- Certified Financial Planner
- Scholarships
- Asset
- Wealth
- Social Media Marketing
- Texas
- Management
- Diversity Management
- Delta
- Insurance Planning
- Strategic Financial
- Trading
- Investment Portfolios
- Summit
- Ultra
- Series 65
- Liabilities
- Series 7
- Securities
- Featured
- Aims
Shala Walker Summary
- Shala Walker, based in Houston, TX, US, is currently a Director of Wealth Planning at Linscomb Wealth. Shala Walker brings experience from previous roles at Wealth Development Strategies, LLC, Corient, Mercer Advisors and alliantgroup. Shala Walker holds a 2012 - 2013 Rice University - Susanne M. Glasscock School of Continuing Studies. With a robust skill set that includes Customer Experience, Series 63, World Class, Financial Advisory, Six Sigma and more. Shala Walker has 2 emails and 1 mobile phone numbers on RocketReach.
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