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GW

George Walters

Investment Manager at International Assets Investment Management, LLC

Melbourne Beach, FL , United States

About

George Walters is an Investment Manager at International Assets Advisory, based in Melbourne Beach, FL, with over 21 years of experience in the financial services sector. At International Assets Advisory, George collaborates with individual and institutional clients, focusing on comprehensive investment management and financial planning solutions tailored to their unique financial objectives.

His expertise includes managing diversified investment portfolios, with a focus on traditional asset classes such as equities and fixed income, as well as alternative investments, leveraging the firm’s platform for access to unique investment opportunities. George is experienced in working with high-net-worth individuals and institutions, providing guidance on asset allocation, wealth preservation, and risk management strategies.

George holds a Bachelor of Science in Management with a focus in Health Care Administration from the University of Central Florida, and an Associate of Arts from State College of Florida. His career is distinguished by a dedication to personalized client service, prudent portfolio construction, and navigating complex financial markets for long-term client benefit.

Career History

OrganizationRoleDate RangeDetails
International Assets AdvisoryInvestment ManagerUnknown to Present

Education

University of Central Florida

Bachelor of Science, Management, Health Care Administration

1996 1998

State College of Florida

Associate of Arts

1994 1996

Skills & Expertise

Strategic Planning
Portfolio Management
Investments
Equities
Financial Modeling

Others at International Assets Investment Management, LLC (2)

NameRoleLocation
J
John Teevan
Executive Vice President of InvestmentsSpring Lake, NJ , United States
L
Lori Timothy
AssociateSalt Lake City, UT , United States

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