VIRGINIA OFFICE

Andrew Walker

Chief Investment Officer
VIRGINIA OFFICE

Andrew Walker

Chief Investment Officer

As Managing Director of Investment Strategy, Andrew specializes in creating and managing portfolios that are tailored to align with client goals. Since joining Equity Concepts in 2004, Andrew has been instrumental in providing strategic leadership and shaping the overall investment philosophy of the firm.

Andrew serves as Chairman of the board of directors of Promise Land Pastures, a non-profit organization in Charles City, Virginia focused on meeting food insecurity needs. He lives in Richmond with his wife, Liz, sons, Josiah and Stephen, and twin girls, Naomi and Isabella. When he is not busy supporting his kids in their extracurricular activities, he can be found playing golf, watching sports, and grilling out with family and friends. He and his family attend Hill City Church.

Andrew holds a Bachelor of Science degree in Business with a concentration in Management and International Business. He holds the following Financial Industry Regulatory Authority (FINRA) Licenses 7, 6, 63, 65 and is licensed in over 15 states.

Andrew's Wealth Advisory Board

Shannon Carter, MBA, CFP®

Wealth Manager

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Canon Hickman, CFP®

Wealth Manager

Alex Paoletto, CFP®

Wealth Manager

William Saunders, CFP®

Chief Relationship Builder

Alex Thompson

Director of Research & Portfolio Management

Anya Campbell

Relationship Manager

Barbara Merritt

Client Services Associate

Elliott Williams

Client Services Associate

Rebecca Lombardo

Client Services Associate

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