Walter joined Merrill in 1978 after working with the New York Stock Exchange. Based on discipline and creativity, his experience has contributed to his entrepreneurial skills, aligning life priorities to those uniquely successful families and businesses he serves. Music study at an early age formed an integral part of his life and was later manifested in operating a lucrative business in the entertainment industry. The skills of musical performance, original composition, arrangements and management led to the building of a thriving enterprise at Merrill. Walter’s caring creativity and disciplined oriented approach provides clients with individualized recommendations that place their needs and goals first. He actively listens and communicates throughout the process to find investment management strategies which are designed to grow and preserve wealth for families, companies and non-profits. He leverages the internal research and all available resources at Merrill Lynch Wealth Management to provide clients with access to an array of investments and services that support their lifestyle and objectives.

Walter’s business with Merrill was based for 21 years in the US Virgin Islands with a dedication to community involvement. Being a lifelong Rotarian, he provided financial guidance sitting on numerous non-profit boards including Caribbean Dance Company and Island Center for the Performing Arts. He mentored students participating in the Future Business Leaders of America Organization, as well as, lectured at the University of the Virgin Islands and Good Hope High School. Walter continues to actively support the Women’s Coalition of St. Croix.

Beta Gamma Sigma and Omicron Delta Epsilon, International Honor Societies for Business and Economics, respectively, honored Walter for outstanding scholastic achievement while attending St. John’s University’s BA and MBA Economics program. He is a dedicated participating voting member of the American Economic Association.

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I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.