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ClientsWalter Boyd

Walter Boyd

Active

Age 64 · Minneapolis, Minnesota

AdvisorNadia OkonkwoRisk toleranceConservativeLinked accounts2 linkedLast contactSeptember 2, 2026
OverviewAssetsGoals3Documents3Contact log2
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

MeetingSeptember 2, 2026 10:00 AM · 60 minNONadia Okonkwo

Added to the treasury position. Shared the long-term care projection.

Contacted
CallJune 12, 2026 3:00 PM · 20 minNONadia Okonkwo

Confirmed a partial sale of domestic equity.

Contacted