Walter H. Powell II

CRPC, Senior Vice President, Branch Manager, Financial Advisor

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Walter H. Powell II

MY MISSION STATEMENT

A familial relationship with my clients, built on trust and communication, is the foundation for our success

My Story and Services

Welcome

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Helping you achieve financial success is Walter's first priority.  He takes a simple approach when it comes to investing for your future.  As a part of his process he takes the time to understand your goals and how you want to use your assets.  He prides himself on his communication and transparency with his clients, thoughtfully and with purpose setting expectations from the start of your relationship with him.  Walter truly loves what he does and does not think of his role as your advisor as a job,.  By becoming a client of his, you are thought of as an extension of his family. 

Walter earned his B.A. in Business Administration from Rhodes College.  Following graduation he joined Deloitte and Touche LLP as a consultant gaining extensive knowledge in estate and tax planning strategies.  Walter joined Morgan Stanley predecessor firm Robinson Humphrey in 1994.  Over the course of his 20+ year career he has gained incredible experience and understanding of the financial markets and their cyclical behavior.

Walter is a proud parishioner of Grace Evangelical Church. In his time away from the office Walt enjoys spending time with his family and exercising.

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Services Include

  • Wealth Management
  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning
  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Lending Products
  • Planning for Education Funding

BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1120676


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Client Service Team

Client Service Team

Danielle Humphrey

Registered Associate


Danielle began her financial services career in 2006 after graduating from the University of Memphis with a B.A. in Finance.  She joined Morgan Stanley in 2010 and began her partnership with Walter in 2012.  As a Registered Associate, Danielle supports Walter and his clients in a manner that promotes the best client experience possible.  Many of her client interactions surround new account work flow, asset transfers, cash management and banking, online support, and client communications.

When Danielle is not serving her clients she enjoys spending time with her husband, John and their two daughters Emma and Evelyn.  Maintaining her competitive spirit as a collegiate softball player, Danielle also stays active kickboxing and spending time at Pickwick Lake with her family and friends.  The Humphrey's are proud parishioners of Life Fellowship Church Southaven Campus.

Our Process

As your life evolves, not only does your financial strategy become more complex, but your options for implementing it increase as well.  We use a process that measures success by how you are progressing toward meeting the goals most important to you.  This thoughtful approach enables us to design and implement appropriate solutions to guide you in achieving and maintaining financial success.

Step 1: Understanding You
We begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve.

Step 2: Analyzing Your Needs
Next, we review your current and future financial situation, identify the likelihood of reaching your goals, and address any potential shortfalls of the impact of unexpected life events.  In this step, we'll also reach out to your CPA and estate attorney to understand your existing tax and estate plans, so we may coordinate our strategies.

Step 3: Tailoring a Solution for Your Specific Goals
Here, we'll prepare a comprehensive wealth management plan that addresses your individual income and cash flow needs, investment objectives and guidelines, and risk/return parameters.

Step 4: Implementing Your Plan
With our guidance, you'll have access to a comprehensive array of strategies, services, and programs that work in tandem to help grow, preserver and transfer wealth, while remaining aligned with your personal goals and aspirations.

Step 5: Monitoring Results and Consistent Communication
The cornerstone of our practice, we oversee your progress on a daily basis and review the performance through ongoing calls and meetings.  We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help you stay on track towards achieving your goals.


Location

Location

  • 6410 Poplar Avenue, Ste 600
  • Memphis, TN 38119


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Walter H. Powell II today.

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