Walt Lunsford

Walt was recognized as one of America’s top 10 outstanding financial advisors during 2005 by Registered Rep. Magazine (see more). This award was the result of his dedication to client service, his productivity, commitment to education and his generosity in giving back to the community. Walt assists individuals, retirees, corporations and professional athletes grow, preserve and transition their wealth. In some cases, Walt is working with the third generation of families. As the Managing Partner, President and CEO of 9258 Wealth Management, Walt’s responsibilities include oversight of all facets of the practice, including portfolio management and risk control as well as financial, retirement, and estate planning and intergenerational wealth transfer.