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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Travis Walker
Business Solutions and Diversity Consultan at Allianz Life
Speaker

Profile

With more than 15 years at Allianz Life, Walker has broad experience across the organization, from suitability, operations, and internal sales to managing external partnerships. Currently, Walker focuses on how the financial services industry can address the needs of diverse groups.

Experience

• Currently focused on how the financial services industrycan address the needs of diverse groups.

• Spent 10 years in distribution relationship management,working closely with our largest firms to deliver resultsand forge durable connections.

• Previously worked in suitability, operations, and internal sales at Allianz Life.

• Creator of custom content to be delivered at a variety of industry events.

• Chair of B.E.L.O.N.G, an employee resource group forBlack and African American people at Allianz Life.

• Board member of G.R.A.C.E, the global race and ethnicity group for all Allianz entities worldwide.

Education, certifications, and memberships

• FINRA Series 6 and 63 securities registrations• Minnesota Life and Health• Board member of GRACE→ FOCUSED ON:

• Differences in financial and retirement planning among ethnic and racial groups

• Creating a safe and inclusive workplace for all

Agenda Sessions

  • Understanding the Millennial Investor Mindset

    12:05pm