MW

Matthew Walker

Financial Advisor at The Vermont Agency

Matthew Walker is a seasoned financial advisor with extensive experience at The Vermont Agency since November 2006, where the focus is on helping clients make informed financial decisions to enhance their quality of life. Prior to this role, Matthew served as a team manager at Aon from March 2002 to November 2006, overseeing a specialized group of insurance professionals in Northern New England. Matthew holds a Bachelor of Science degree in Economics, Secondary Education, English, and History from the University of Vermont, obtained between 1992 and 1998. Additionally, Matthew is a registered representative with Equity Services, Inc., which offers securities.

Location

Burlington, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices


The Vermont Agency

We offer a variety of financial services to families, business owners, professionals, individuals and their families. We have offices in Vermont, New Hampshire, Massachusetts, Maine, and upstate New York. We have a full portfolio of high quality products and services, designed to meet your unique needs. We recognize that you have many choices when it comes to selecting the firm and advisors you are comfortable working with. We are committed to providing our clients with a consistent quality financial experience. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representative of Equity Services, Inc. (ESI), Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org. 354 Mountain View Drive, Suite 200, Colchester, VT 05446, telephone (802) 864-6819. The Vermont Agency is independent of ESI. TC83894(1215)p


Industries

Employees

51-200

Links