Walz Hamilton Advisory Group of Raymond James

Walz Hamilton Advisory Group of Raymond James Our experienced team serves a variety of clients, playing an important role in your inner circle. Our rigorous process ensures a comprehensive plan.

Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the highest level of service with integrity, and the advoc

acy needed on your side of the table. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

Congratulations to Joseph Hamilton on being recognized as a 2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisor. T...
08/13/2026

Congratulations to Joseph Hamilton on being recognized as a 2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisor. Thank you to our clients for the trust and confidence you place in us every day! See the full rankings here: https://www.forbes.com/lists/best-in-state-next-gen-advisors

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/lists/best-in-state-next-gen-advisors for more info.

07/21/2026

forbes.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
06/17/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

For 2026, Todd Walz has been named to the Forbes Best in State Wealth Advisors. It is an honor to be recognized among su...
04/16/2026

For 2026, Todd Walz has been named to the Forbes Best in State Wealth Advisors. It is an honor to be recognized among such an outstanding group of financial professionals. See the full 2026 rankings here: https://www.forbes.com/best-in-state-wealth-advisors/

Congratulations on your retirement Connie! Thank you for everything you contributed to our team!
04/09/2026

Congratulations on your retirement Connie! Thank you for everything you contributed to our team!

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift a...
03/11/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

raymondjames.com

Welcome our new team member! Tyler Mattingly is a Client Service Associate with the Walz Hamilton Advisory Group.
10/15/2025

Welcome our new team member! Tyler Mattingly is a Client Service Associate with the Walz Hamilton Advisory Group.

amazonaws.com

Welcome our new team member! Julia Higdon is a Client Service Associate with the Walz Hamilton Advisory Group.
09/10/2025

Welcome our new team member! Julia Higdon is a Client Service Associate with the Walz Hamilton Advisory Group.

amazonaws.com

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and poten...
08/01/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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4969 US Highway 42, Suite 1600
Louisville, KY
40222

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