James (Dave) Walker, CFP®, AIF®
As a financial strategist, Dave works with individuals and organizations to help them achieve their financial goals. This may take the form of financial planning or creating and monitoring an investment portfolio. Additionally, he works with our Investment Services Council (ISC) to help execute portfolio decisions into client accounts and is a member of McKinley Carter's Financial Autonomy Specialized Practice Group.
Licensing and Education
- Bachelor of Science in Accounting University of Maryland
- CERTIFIED FINANCIAL PLANNER™ Professional
- Accredited Investment Fiduciary (AIF®)
Accomplishments and Honors
Dave has worked in the Gaithersburg, MD region alongside Brian Lipton for more than 20 years. During that time, he has worn many different hats and performed a variety of duties that are integral to running an advisory firm.
A lifelong resident of Montgomery County, Maryland, Dave and his wife are very involved in the activities of their two children, including both Boy and Girl Scouts, Irish dancing and wrestling. For more than a decade, the Walker family has also supported the March of Dimes and the Pancreatic Cancer Action Network.
Expect to Leave Invigorated.
Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.