Mutual Funds and ETFs
Individual Stocks and Bonds
Walter Hinson is a Certified Financial Planner® who has been actively providing wealth management and financial planning services for over 20 years. 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.
UNC Chapel Hill, B.S. in Business - 2003
The American College, CFP® Curriculum - 2009
Certified Financial Planner® - 2009
Accredited Investment Fiduciary - 2016
Tarheel Advisors, LLC – Co-founder - 2008-Current
Merrill Lynch – Financial Advisor - 2006-2008
Scottrade Inc. – Stockbroker - 2002-2006
Editor - Preparing for Retirement - 2014
Methodist Church Treasurer 2015-2017
Rec League Coach 2019-Current
Former Scratch Golfer