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ClientsWalter Boyd

Walter Boyd

Active

Age 64 · Minneapolis, Minnesota

AdvisorNadia OkonkwoRisk toleranceConservativeLinked accounts2 linkedLast contactSeptember 2, 2026
OverviewAssetsGoals3Documents3Contact log2

Total assets

$1.14M

2 linked

Unrealized P/L

+$185K

+19.5% on cost

Linked accounts

2

All linked

Goals

3

1 achieved

Next touch

The last touch and what is booked next. The contact log tab has every entry.

Last contact
September 2, 2026
Next appointment
December 4, 2026
Annual portfolio review
Advisor
NONadia Okonkwo
Memo

The advisor's own notes — nothing here comes from an account.

Built around the retirement payout. Losing principal worries him most, so the bond weight stays high.

Profile
Sorts asBoyd Walter
Date of birthJanuary 20, 1962
Age64
LocationMinneapolis, Minnesota
Emailwalter.boyd@example.com
Phone(612) 555-0164
Risk toleranceConservative
Work
Employer— (retired)
TitleFormer city government manager
Annual income$36K
Annual spending$32K
Annual surplus+$4K
Household
Size2
MakeupSpouse; two adult children