Brent Walker

Financial Services Professional at Capital Strategies, Beyond Wealth

Brent Walker is a seasoned financial services professional with extensive experience in various roles within the finance and insurance sectors. Currently serving at Capital Strategies and Beyond Wealth since February 2023, Brent's previous experience includes significant positions at NYLIFE Securities LLC and Eagle Strategies, LLC, where responsibilities involved offering securities products and investment advisory services. Brent also held roles at New York Life Insurance Company and Merrill Lynch, focusing on financial planning and advising clients on investment strategies. Earlier career experience includes a senior account executive position at Enterprise Holdings. Brent holds a Bachelor’s Degree in Business Management from Texas State University-San Marcos.

Links


Org chart