Walter Wilson, CFP^®, ChFC^®

Walter began his career as a Financial Advisor in 2002 after earning a degree in Mathematics and Statistics from Miami University. During his time with Waddell & Reed he held positions as Financial Advisor, District Supervisor and District Manager. He also served as a Supervising Principal of the Cincinnati division for a number of years. Walter has been affiliated with LPL Financial since they acquired Waddell and Reed back in 2021. It was during this time that Walter re-branded his practice as Templeton Creek Wealth Management.

Deeply committed to professional development, Walter received his CFP® (certified financial planner professional) designation in 2012 and his ChFC® (chartered financial consultant) designation in 2016. He has received several other designations and licenses and completes many hours of continuing education each year to remain at the forefront of the financial services industry.

Walter has volunteered for several area non-profit organizations. He served on the Board of Directors for the Financial Planning Association of Southwest Ohio and was elected as the President and Board Chair. The FPA of Southwestern Ohio is an organization of approximately 250 financial services professionals dedicated to the advancement and ethical enhancement of the profession. Walter has also served on the Board of Directors for other community organizations such as the Greater Harrison Rotary, Pathways to Home, Ross and Morgan Ministries, Ross Lions Club and the Ross Community Foundation.

A lifetime resident of the Cincinnati area, Walter has lived in Ross Township with his wife, Erin, and children, Olivia and Elliot for the last thirteen years.