Walt Lunsford joined Waverly Advisors in October of 2024 when 9258 Wealth Management was acquired by Waverly Advisors, LLC. Walt serves as a Partner, Regional Director, and Wealth Advisor at Waverly, bringing over 42 years of investment management and planning experience to the firm. Walt assists his clients in the development and implementation of financial and retirement plans, as well as building wealth through strategic portfolio management. Walt also serves as a financial advisor for professional athletes.
Walt has served as the founding member and the executive director of the Hatton Foundation since 1997. This is a family foundation that serves primarily the disabled in the surrounding region. He’s also received numerous honors throughout his career, including being inducted into the 2013 class as a Gentleman of Style and Substance. He was also given a Civic Leadership Award by Venue Magazine in recognition of his service to nonprofit organizations. Walt was also honored by the Cincinnati Film Commission by receiving a Star on the Walk of Fame. He was selected because he was indisputably among the 30 individuals who have contributed to the Film Commission’s outstanding growth and success since its inception.
Walt lives in Terrace Park, Ohio with his wife Margaret and their son Grayson. Their oldest son Chase resides in Bowling Green, Kentucky with his wife Elizabeth and Walt’s first granddaughter, River. Walt and his family own farms in northern Kentucky and raise black Angus and Texas Longhorn cattle. On Sundays, you may find the family enjoying the beauty of nature.