Portfolio Manager

Warren Wall has been active in the financial industry since 1982, beginning as a Registered Representative with J.C. Bradford & Co. The market collapse in 1987 became a catalyst for Warren in a search for better ways to manage client assets and reduce the impact of market declines on client portfolios. In 1988, he moved to Asheville, NC, where he opened and managed a branch office for A.G. Edwards & Sons, a former national, full-service brokerage firm.

In the early 1990s, Warren began providing clients with active management of their investments and in 1996 formed W. Wall and Company, Inc. as a Wealth Management advisory firm focused on portfolio management for individuals nearing or at retirement age. Over the years, W. Wall and Company has developed and refined their proprietary risk-managed investment strategies.

W. Wall and Company, Inc. also provides Third-Party Investment Advisors with their proprietary tactical management services to Registered Investment Advisors, Institutions and Hedge Funds.

Warren holds a MBA from Western Carolina University, a BA in Economics from Warren Wilson College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).

Warren is a member of the National Association of Active Investment Managers (NAAIM) and the Market Technicians Association (MTA).

Click here to check Warren Wall's status as a Certified Financial Planner.

Click here to check Warren Wall's professional qualifications.