ABOUT

What We Do

Our experienced professionals have helped many people just like you pursue their financial goals & objectives.

Why Do It

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Who We Are

Would you like to learn more about retirement, social security, and even tax reduction strategies? Then we have a wealth of resources.

Warren Wall, MBA, CFP®

Adult Learning Center, Senior Advisor
warren@wallco.com

Adult Learning Center is the educational division of W. Wall and Company, Inc., (WCI), a North Carolina Registered Investment Advisor firm located in Asheville, NC. President of Wall and Company, Inc., Warren has over 25 years in the financial services industry. He is a Certified Financial Planner who is dedicated to creating wealth and financial security for his clients. Warren is also the co-author of three books on retirement planning and is a well-respected financial educator. He enjoys hiking, biking, skiing and exploring the great outdoors with his wife Lauren and loyal Golden Retriever Juni.

Nate O’Steen

Associate Advisor
nate@wallco.com

Nate has a B.A. degree in French & Economics from Hamilton College in upstate New York. In addition to being an Associate Financial Advisor, Nate has industry experience with mutual fund firm Putnam Investments, as well as advisory roles with Edward Jones Investments and Merrill Lynch. He enjoys helping others understand and achieve their financial goals. Outside of work, Nate enjoys hiking and biking in western NC with his wife and three children.

Maureen Sommer

Service Manager
maureen@wallco.com

Maureen has spent many years working in the Financial Services industry. She provides client services as well as trade execution support for the firm’s investment management programs.  In her spare time, Maureen enjoys reading, cooking, traveling, and spending time with friends and family.

Andrea Robertson

Office Manager Center
andrea@wallco.com

Andrea has several years of accounting experience. She graduated from Asheville-Buncombe Technical Community College with her Associate of Arts in Accounting in 2001. She is the correspondent for the company’s accounting, compliance and trading needs. When she isn’t working, Andrea takes pleasure in spending time with her family. She also enjoys entertaining, crafting, hiking, fishing, photography and camping.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.