Walt Penn, a distinguished financial professional, brings over 36 years of experience in investments and asset management to his role. In 2005, Walt, along with his partner Jenny Miller, established Wealth Advisory Partners to leverage his extensive experience and combine it with the comprehensive resources of Raymond James. His unwavering commitment is to cater to the unique and often complex needs of affluent individuals and families.
From 1995 to 2005, Walt served as the president and CEO of The Penn Investment Group, Inc. As a founding member, he led the company in providing wealth management and alternative investment solutions in both the private and public equity sectors. His expertise spanned diverse areas such as biotech, real estate and financial services. From 1987 to 1995, Walt served as an investment advisor with Rauscher Pierce Refsnes, now RBC Wealth Management, further expanding his knowledge and skills in the field.
Walt holds a Bachelor of Business Administration in finance from the University of Texas at Austin. Committed to making a positive impact, he actively engages in various community organizations and serves on numerous boards. His community service accomplishments include serving on the Breakthrough Austin board, The Paramount Theater board, PeopleFund advisory board, The Seton Fund board, The Greater Austin Chamber of Commerce board, SafePlace Foundation board, Brackenridge Children's Hospital council, Caritas of Austin advisory board, and the Texas Capital Bank advisory board.
With his experience, specialized experience and deep commitment to community service, Walt Penn strives to excel as a managing director, senior vice president of investments and Wealth Management SpecialistSM, serving as a trusted advisor to high-net-worth individuals and families.
Raymond James is not affiliated with any of the companies mentioned.