Chad Walton, AAMS®
LPL Financial Advisor
314.394.1670
Chad has been helping clients pursue their goals as a financial advisor since 2005, when he first established an office in the St. Louis area. His goal is to help clients make informed financial decisions, so they can feel confident about the path they’re on for the future.
Chad strives to uphold a fiduciary standard and in 2018 went into private practice through Cornerstone in order to offer clients more investment options. Being an independent advisor means Chad answers only to his clients, not a large corporation.
“At Cornerstone, every strategy we recommend is based upon what’s most important to you. Once we understand your priorities, we’ll help you build personalized strategies and the specific actions needed to pursue your goals.”
Having grown up with parents who were both in education, Chad brings that intrinsic love of knowledge to his own career. He enjoys taking the complex world of investing and making it more clear for clients, so they understand their options and how their decisions will affect their financial future.
Originally from Indiana, Chad lived in Chicago for four years after graduating from Miami University with a Bachelor of Science degree. He has lived in St. Louis since 2001 and helps serve his community as a member and past president of the Glendale-Kirkwood Kiwanis chapter, and previous board member for the Foundation for Children with Cancer.
Chad holds his Series 7, Series 63 and Series 66 registrations through LPL Financial. Additionally, he holds Life and Health Insurance licensing in multiple states and earned the Accredited Asset Management Specialist designation from the College for Financial Planning in 2008.
A resident of Webster Groves, Missouri, Chad can often be found traveling, hiking, running, golfing and spending time with his three boys, Andrew, Grady and Brooks.
Ashley Cross
Administrative Assistant
314.394.1670
Creating meaningful relationships and serving as additional support to clients gives Ashley Cross great satisfaction in her role as Administrative Assistant. Raised in a family of financial professionals, her interest in the industry developed from a young age and has grown alongside her knowledge and exposure.
Ashley attended Southern Illinois University Edwardsville where she received a bachelor’s in business administration, focusing her studies on finance. Prior to joining Cornerstone, Ashley worked for over two years as an administrative professional at another financial services firm.
When she’s not in the office, Ashley enjoys staying fit and making regular trips to the gym. She currently resides in Edwardsville, Illinois with her long-term boyfriend, Tyler, and their cat, Mia.
Chad is supported by a robust operational team through his association with Cornerstone Wealth Services, a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. Through Cornerstone, Chad benefits from shared ideas, best practices and operational resources, which gives him more time to spend with his clients.
Chad Walton is affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
To learn more about LPL Financial, please visit www.lpl.com.