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Podcast: DealQuest Podcast with Corey Kupfer
Episode: Episode 149: The Total Financial Picture with Scott Walton
Description: Scott Walton has worked in the securities industry since 1992. He started with a training period at Dean Witter Reynolds' headquarters in New York, where he first began developing his skills in asset allocation, modern portfolio theory, and institutional money management. His experience at Prudential deepened his appreciation of the financial services industry’s role in estate planning and retirement planning. It also showed Scott the importance of understanding the total financial picture for individuals and companies he serves. In 1999, he founded Walton Financial, where he offers an individualized approach to all aspects of financial planning.
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