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Gavin Walter

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Client Service Associate

Gavin was born and raised in Baltimore County, MD, where he lived with his parents and four brothers. He comes from a close-knit family, who have been influential to him. Gavin attended the University of Maryland and was a student of the Robert H. Smith School of Business, where he majored in finance. While in College Park, Gavin was involved in multiple organizations, such as the Smith Finance Group and the College Park Investment Group. These clubs sparked his interest in finance and encouraged him to pursue wealth management.

During his time in the insurance industry, Gavin was exposed to working directly with clients early on in his career. He enjoyed being able to help clients and develop relationships with them. After talking to professionals in the financial services industry, he learned that a career in financial planning would allow him to continue to serve others. This realization led him to Williams Asset Management with the goal of achieving his CERTIFIED FINANCIAL PLANNER™ certification to better help our clients reach their goals.

As a client service associate, Gavin plays an integral role in the financial planning process. Working with our associate financial planners and financial advisors, he helps the team provide first-class client service and operational support.

Gavin currently resides in Baltimore, MD. Committed to giving back to his community, he volunteers with local recreational councils to help out with various youth sports teams. In his free time, Gavin enjoys golfing, skiing, exercising, and spending quality time with his family and friends.