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Levi Walker, Financial Advisor

FINANCIAL ADVISOR
Levi Walker

AAMS™
221 SE Frank Phillips Blvd, Bartlesville, OK 74003opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Levi

I partner with individuals and families who desire to make their personal situation and the world around them better by finding appropriate investments for their goals and using long-term diversified strategies. I offer clear, straightforward advice and together, we will navigate the increasingly complex and volatile investment environment.

Since joining Edward Jones in 2017, I have kept up with the most current investment strategies and have earned the Accredited Asset Management Specialist™ or AAMS™* designation. Prior to serving my clients at Edward Jones, I spent five years in youth ministry, which provides me with a unique perspective of serving people and...

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma Christian UniversityBachelor of Arts

Team Members

  • Presley Rathbone
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(918) 337-3782

Fax

(877) 405-1370

Office Address

221 SE Frank Phillips Blvd
Bartlesville, OK 74003opens in a new window

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