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Dave Walker, CFP®, AIF®
Dave Walker joined McKinley Carter Wealth Services as a Financial Strategist in 2014. Immediately prior to joining the firm, he served as the Director of Operations for YellowWood Financial Advisors, Inc., where he was responsible for all aspects of implementation and planning.
Dave is singularly focused on client service. He is hands-on and works directly with client planning and investment solutions. Dave is a key element of McKinley Carter's ability to provide the personal touch, and he is involved in many client service aspects of the firm.
Before working with YellowWood, Dave gained invaluable experience at a local mutual fund firm.
He graduated from the University of Maryland in 1993 with a degree in accounting. Dave is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary (AIF®).
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.