Meet the
Team
We guide individuals and families toward their ideal retirements.
Experienced, Dedicated, Focused
Our team puts you at the center of everything we do.
Thomas P. Walters II
Founder & President, Wealth Manager
Thom always knew he wanted his work to help people. Initially, he thought he’d be helping people with medicine. But a summer job changed his thinking and his line of work.
While he was in college, Thom spent a summer working in his uncle’s financial planning firm and loved the work so much that he changed his major from pre-pharmacy to pursue more business courses. He eventually opened his own retirement planning firm, where he helps clients develop a well-thought-out plan for pursuing their financial goals.
“I love seeing my clients enjoy the retirement they’ve worked so hard for and seeing wealth passed from one generation to the next,” Thom says.
Thom has accumulated a wealth of knowledge and insight during his over 30 years in the industry. A teacher at heart, Thom enjoys sharing his knowledge with others so they can make more informed decisions for themselves and their families. He regularly teaches Financial Planning for Retirees at various community colleges.
Thom graduated from Campbell University with a Bachelor of Science. As a Registered Investment Advisor, he is licensed to provide investment products and services. He holds life, accident, health, long-term care and Medicare Supplement insurance licenses.
Thom and his wife, Jeri, have two grown sons, Patrick and Joshua. When not helping clients, Thom loves taking it easy with Jeri and their two dogs, Maggie and Lillie. He also plays trumpet, drums and bass for his church’s worship team, acts as a church youth mentor and enjoys traveling, golf and great food. His greatest hope for himself can be summed up by 1 Corinthians 10:31: “So whether you eat or drink, or whatever you do, do all to the glory of God.”
Thomas “Patrick” Walters III
Retirement Planner
Patrick knew from a young age that he wanted to join the family business, inspired by his father’s dedication and his positive impact on people’s lives. Patrick has been working alongside his father since 2020 and continues to find great satisfaction in helping others pursue their goals and craft a legacy they can be proud of.
With a Bachelor of Science in Financial Planning and a Bachelor of Arts in Biblical Studies, complemented by a minor in Biblical Languages from Liberty University, Patrick brings a unique blend of financial acumen and thoughtful insight to his role. He holds licenses in life, accident, health and long-term care insurance and has passed the SIE and Series 7 and 65 securities exams.
Like his father, Patrick enjoys staying involved in his local church. He leads the youth band on Sunday nights and serves as the drummer for the main band on Sunday mornings. He also sings, plays the piano and trumpet.
Patricia Spivey
Administrative Assistant
Patricia brings warmth, dedication and a passion for building meaningful relationships with clients to her role at Walters Wealth Management. She loves meeting new people and fostering connections that last well beyond the office, ensuring every client feels truly supported.
Before joining the firm in 2009, Patricia served as a production operator at Abbott Laboratories and an office manager at Scotland Memorial Hospital. These roles honed her ability to manage operations and effectively connect with individuals from all walks of life.
Patricia and her husband of more than 36 years, Tommy, live in McColl, South Carolina. They have a daughter, Gabrielle, and two grandchildren, Emerson and Emery. Outside the office, Patricia is deeply involved in her church and finds fulfillment in being part of her church community. She also enjoys reading, crafts, shopping and creating special memories with her grandkids.
Your Time Is Now
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.