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Walker D
CFP®, Series 66
Matthews, NC
Carolina Strategy, LLC
Walker Davidson is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at CornerCap Investment Counsel for eight years before founding his own practice and currently leads Carolina Strategy, LLC. Carolina Strategy, LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and select charitable organizations. The firm combines cyclical and fundamental analysis with modern portfolio theory and manages portfolios using a mix of trading strategies and investment vehicles, with a distinctive focus on pension consulting and charitable clients.
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