Tarheel Advisors

Our Team

  • Investments Utilized

    Mutual Funds and ETFs


  • Individual Stocks and Bonds


  • Cash Management


Walter Hinson, CFP®

Founding Partner

Walter Hinson is a Certified Financial Planner® who has been actively practicing for over the past decade. After working seven years at both discount and full-service investment firms, in 2008 he co-founded Tarheel Advisors, LLC which is registered investment advisory firm specializing in retirement planning.

Walter resides in Cary with his wife, Laura, and four kids.

Education

UNC Chapel Hill, B.S. in Business - 2003
The American College, CFP® Curriculum - 2009
Certified Financial Planner® - 2009
Accredited Investment Fiduciary - 2016
NC Life and Health Insurance - 2006

Work Experience

Tarheel Advisors, LLC – Co-founder - 2008-Current
Merrill Lynch – Financial Advisor - 2006-2008
Scottrade Inc. – Stockbroker - 2002-2006

Outside Interests

Editor - Preparing for Retirement - 2014
Methodist Church Treasurer 2015-2017
Rec League Coach 2019-Current
Former Scratch Golfer