Jason Walker

As a Senior Portfolio Manager, Jason Walker has the knowledge and fiduciary responsibility you can count on to help build, maintain and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, he has the experience to help individuals, families and small businesses.

Jason has been working in the Trust and Financial Industry since 2001. He graduated from Auburn University with a bachelor’s degree in accounting and then obtained his master’s degree in accounting with a tax concentration from the University of West Florida. He holds professional designations as a Certified Trust and Financial Advisor (CTFA®) and Accredited Estate Planner (AEP®).