The 2020's begins Ms. Dee Walker's 5th decade career premising lasting relationships on performance goals and financial education – with an eye towards managing expenses. Ms. Walker joined Smith Barney, Harris Upham & Co. municipal bond trading and marketing in 1980, rising to Senior Vice President – Investments with Smith Barney Citigroup for 25 years. Broadening her clients' choices, Ms. Walker spent 10 years as an independent Financial Advisor with Royal Alliance Associates, Inc. (Advisor Group, Inc.), and separately Managing Member of her seminar arm Wealth Transition Planning, LLC. Given her background in income generating securities - including individual bonds and stocks - Ms. Walker joined Wells Fargo Advisors in 2015 as First Vice President – Investments and discretionary Private Investment Manager (PIM) for 4 years. Dedicated to her deserved clients, Ms. Walker returned to Advisor Group, Inc., SagePoint Financial, Inc. as an independent Financial Advisor to exclusively help customize clients' portfolios and take a holistic approach to managing financial affairs through life transitions. Both Royal Alliance and SagePoint Financial are now operating as Osaic Wealth, Inc. due to rebranding.
Encouraging investors to improve financial literacy, Ms. Walker has presented hundreds of engaging, fun fine-dining events discovering income generating securities alternatives and retirement planning strategies since the early 1980's. Extensive travel (China, Hong-Kong, Korea, Taiwan, Singapore, Brazil, Russia as well as Israel) affords Ms. Walker a unique approach to helping multi-generational families as well as singles, particularly single seniors.
Ms. Walker feels truly fortunate her children (son in Florida and daughter in New Jersey) married in 2019 and grandparenting has begun. While helping clients make more informed decisions through her educational arm Make Work Optional LLC, Ms. Walker organizes entertaining, not profit oriented, non-sectarian, 55+ singles events. Ms. Walker recently founded Singles Connections Group LLC (SCG) welcoming active seniors to build their sense of purpose during "retirement", make new friends, and possibly a lil' bit of matchmaking fun.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.