Our Team

Walter Penn
Managing Director
Senior Vice President, Investments
Wealth Management Specialist

In 2005 Walt Penn established Wealth Advisory Services of Raymond James, along with his partner Jenny Miller, to combine the full scope of his 31 years of experience in investments and asset management with the comprehensive resources of Raymond James. His goal was, and continues to be, to serve the unique and often challenging needs of wealthy individuals and families.

From 1995 until 2005, Walt founded and served as President and CEO of The Penn Investment Group, Inc., an independent broker/dealer and registered investment advisor specializing in wealth management and alternative investments in the private and public equity arena, including the biotech, real estate and financial services areas. From 1987 to 1995, he served as an investment advisor with Rauscher Pierce Refsnes, now RBC Wealth Management.

Walt holds a Bachelor of Business Administration in finance from the University of Texas at Austin. He actively serves his community through involvement with many local organizations and his community service accomplishments, past and present, include: serving on the Breakthrough Austin board, The Paramount Theater board, PeopleFund advisory board, The Seton Fund board, The Greater Austin Chamber of Commerce board, SafePlace Foundation board, Brackenridge Children's Hospital council, Caritas of Austin advisory board and the Texas Capital Bank advisory board. In 2016, Walt was recognized as the Outstanding Volunteer Fundraiser of the year by the Associate of Fundraising Professionals, Greater Austin Chapter.

Raymond James is not affiliated with any of the organizations listed above.

This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© Raymond James & Associates, Inc., member New York Stock Exchange / SIPC. Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.