Walker Person in

Walker Person

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VP, Firm Development at Lion Street
📍 Austin, Texas, United States

Walker Person is the SVP of Firm Development at Lion Street, where he leverages over a decade of experience to support financial advisors nationally. He specializes in creating sophisticated insurance and wealth strategies for high-net-worth individuals and business owners. He holds a bachelors degree from Fort Lewis College with a double major in Marketing and Finance.

He holds FINRA Series 7, 63, and 65 licenses and is currently studying for his Certified Financial Planner (CFP) designation.

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Experience
14 Years
Current Role
VP, Firm Development
Job Level
Senior
Location
Austin, Texas, United States
Personality Overview

How Walker shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Walker cares about

Advisor Development
His role centers on selecting, supporting, and providing resources to industry-leading financial advisors to help them grow their independent firms.
High-Net-Worth Solutions
He specializes in designing and implementing sophisticated insurance and wealth management solutions for affluent individuals, business owners, and corporate clients.
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Career

Work history

1-2020
VP, Firm Development
Lion Street
6-2018 - 1-2020
Product Analyst & Case Design
Lion Street
6-2014 - 6-2018
Account Manager-- Broker Dealer & Independents
VIP Insurance (Volente Insurance Partners)
8-2011 - 7-2014
Registered Representative, Investment Advisor Representative at New England Securities
New England Financial
1-2011 - 5-2011
Intern
Alpine Home Health
In the press

Media appearances

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Education
2007 - 2011
BA
Fort Lewis College
Education details unavailable
The University of Texas at Austin
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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