Download The Walt Lunsford Financial Advisory Group of Raymond James

The Walt Lunsford Financial Advisory Group of Raymond James brings over 100 years of combined experience
in the practice of growing and preserving wealth for individuals, companies, corporate retirement plans,
municipalities and not for profit organizations. The group specializes in portfolio management, retirement and
wealth planning, as well as intergenerational wealth transfers.
In addition to numerous industry registrations including the Series 7, Series 63, Series 31 and Series 65, Walt is
licensed as a provider of variable annuities and life, accident and health insurance. He has earned the
Accredited Asset Management Specialist designation (AAMS) from the College for Financial Planning and
completed the Executive Certificate in Financial Planning program at Xavier University in Cincinnati. Walt is a
member of the Investment Management Consultants Association and the Financial Planning Association. He is
also a registered financial advisor of the National Football League Players Association.
We are excited that we can add this group’s expertise to all of the services that we offer our clients at The
Friendship State Bank. We invite you to reach them by calling them directly at (513) 786-7838 or by scheduling
an appointment at the Dillsboro Banking Center or any of our convenient banking locations by calling (877)
667-5101.
Learn more about the Walt Lunsford Financial Advisory Group of Raymond James by visiting them on their
website at www.WaltLunsfordGroup.com.
From left to right: Alex Holtmeier, Scot Cone, Walt Lunsford, Tim Recker, Zack Holtmeier, Matt Tranquilli
The Friendship State Bank is an independent organization and is not affiliated with Raymond James & Associates. Securities products are not insured by
the FDIC are not deposits or other obligations of any financial institution are not guaranteed by any financial institution and are subject to investment
risks, including possible loss of the principal invested.