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Philadelphia Estate Planning Council

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John Walters

Bryn Mawr Capital Management

 

Member profile details

First name
John
Last name
Walters
Suffix/Designations
CFP®
Organization
Bryn Mawr Capital Management
Title
Senior Investment Advisor
 

Additional Membership Information

Headshot
Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Banking/Trust Administration
  • Charitable Planned Giving
  • Financial Planning
  • Insurance
  • Investments
Professional Bio
I study the art and science of aligning strategies and personalities to reap the rewards of the proper plan. That's why as your financial planner, I can help you set and achieve your financial goals. With the help of my smart, creative, and diverse network, I collaborate to make your financial dreams a reality. Working with individuals, families, and businesses has refined my entrepreneurial, creative, problem-solving skills, and my passion is to use those hard-earned talents to help you own your financial future.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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