Walt Coury is an investment advisor for Wela Strategies, Capital Investment Advisors’ (CIA) sister company which leverages model portfolios. Walt works with the investment committee at CIA which ultimately helps with setting the direction of Wela’s model portfolios.
Before joining Wela, Walt worked as a Wealth Manager at Merrill Lynch for over three years. In this role he worked closely with two financial advisors gaining experience as he helped to manage over $600 million in client assets.
Walt finds value in creating financial plans for business owners and growing families that solve for taxes, estate planning, and investment management. He is passionate about educating others in financial topics.
Walt received his bachelor’s degree from Washington & Jefferson College outside of Pittsburgh, Pa. As a Pittsburgh transplant, Walt is enjoying the southern charm of living in Atlanta with the vibrant culture and delicious food. In his spare time, you will find him outside when the weather is great, running or biking on the BeltLine.