BIRMINGHAM, Ala., August 12, 2022 /PRNewswire/ — Walton Financial, a financial planning firm in Birmingham, AL, announced that its founder, Scott Walton, has been named to Forbes’ list of the state’s top wealth advisors for 2022. The list was published on Forbes.com.
According to Forbes, the list highlights advisors who have a proven track record of guiding their clients through volatile markets. Listmakers are determined based on an algorithm of qualitative and quantitative criteria, including interviews, industry experience, compliance records, revenue produced and assets under management.
Scott Walton of Walton Financial
Walton began developing his skills in asset allocation, modern portfolio theory and institutional money management as an account executive at Dean Witter Reynolds in New York. He then became associate vice president of investments at Prudential Securities. There, he deepened his appreciation for the financial services industry’s role in estate planning and retirement planning. In 1999, Walton founded his own company with the desire to help people plan for every phase of life.
Commonwealth Financial Network®, the nation’s largest private equity registered investment advisor/dealer, provides the infrastructure and support for Walton’s thriving practice. Walton has been named a President’s Club Advisor for the past six years, a distinction that only thirteen percent of CFN advisors have earned. Additionally, JD Power has been ranked highest in the Commonwealth in its 2022 US Independent Financial Advisor Satisfaction Study.
Outside the office, Walton continues to work on behalf of his community and region. After overseeing the restoration and LEED certification of Walton Financial’s headquarters in Homewood’s historic Rosedale neighborhood, Alabama, Walton founded the Green Resource Center of Alabama, a 501(c)(3) organization that promotes socially, economically and environmentally sustainable practices. Between 2008 and 2012, the Center was awarded several humanitarian awards and received multiple support grants. Walton has also shared his expertise with a number of local organizations including the Birmingham Business Alliance, Leadership Birmingham, Birmingham Botanical Gardens and the Birmingham chapter of the Entrepreneurs’ Organization, among others.
Upon receiving news of the award, Walton said, “On behalf of our team and the generations of families and small businesses and their business families that we serve, thank you for the privilege of receiving our third award at best state wealth advisor As I approach My 30th year in the industry, it is incredibly special to have dedicated a career to serving our clients, their life plans, and their financial plans. We are also grateful for the work education that Forbes and Shook Research do for our industry and the public. Overall. Sincere thanks.”
About Walton Financial
Walton Financial has been providing financial guidance to individuals, families and organizations since 1999. Located in Birmingham, AL, the firm prides itself on crafting strategies to meet each client’s unique needs and goals. From designing investment and personal retirement plans, to insurance advice and institutional benefits management for small businesses, the team offers specialist expertise in many areas. Securities and advisory services are offered through Commonwealth Financial Network, member FINRA, SIPC, a registered investment adviser. For more information, visit waltonfin.com or call 205-871-0154. The practice can be found at 2564 18th Street South, Birmingham, AL 35209.
The 2022 ranking of the Forbes1 State Top Wealth Advisors list was developed by SHOOK Research and is based on face-to-face and telephone due diligence meetings to assess each advisor qualitatively and a ranking algorithm that includes retention of clients, industry experience, review of compliance records, company nominations and quantitative criteria (including assets under management and revenue generated for their companies). In total, approximately 32,725 advisors were considered and 5,000 were recognized (approximately 15.3 percent of applicants). The full methodology2 that Forbes developed in partnership with SHOOK Research is available at Forbes.com.
1 This recognition and the due diligence process undertaken are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more counselors than others. We encourage you to do your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive any fees in exchange for ratings.
For additional information, please contact:
Chuck Morris
Morris Creative Group
865-637-9869
[email protected]
SOURCE Walton Financial
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