Walter F. Mortimer

Walter believes what sets him apart is his financial acumen that he’s acquired from decades in the financial services industry. On top of his extensive experience, Walter possesses the ability to create an environment for open discussions that can help his clients feel comfortable exploring the options and strategies that are the right fit for their needs.

Walter has spent his entire career in the financial industry, 45 years as a leader in banking and over 20 years working in investment services since joining Raymond James Financial Services in 2004. His professional experience is further backed by a bachelor’s degree in English with minors in philosophy and theology from Fordham University in New York.

He understands what it means to be entirely responsible for overseeing all aspects of a client’s financial operations, including setting strategy, managing expectations and helping ensure that the client and their family can pursue their financial goals. On a day-to-day basis, it’s his effective communication and decision-making skills that truly build trust and develop mutually beneficial relationships.

Outside the office, Walter is a past president of the Children’s Museum of Boca Raton, and was previously a board member of the Caldwell Theatre Company of Boca Raton. He currently enjoys golfing and traveling abroad each year.

Walter was born in Jersey City, New Jersey and shortly after grew up in Rutherford, New Jersey. Today he lives in Georgetown, Texas with his spouse, Paulette.