Montag & Caldwell

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Samella Walker

Client Associate

Ms. Walker serves as a Client Associate for Montag & Caldwell, an Advocacy Wealth Company.  Her experience in the financial industry spans over 35 years.


News & Insights

Monthly Performance Summary 5/9/25

Featured • Market Update

1Q25 Global Allocation Summary

Featured • Investment Commentary

Advocacy Wealth Management and Montag and Caldwell Join Forces

Company News • Featured

  • Strategies
    • Overview
    • Large Cap Growth
    • Mid Cap Growth
    • Thematic Growth
    • Balanced Growth
    • Global Tactical Allocation Model (GTAM)
  • Commentaries
  • Private Client Group
  • People
  • About
    • Firm Overview
    • Firm Philosophy
    • Firm History
    • Advocacy Wealth
    • Form CRS/Policies/Transparency in Coverage Rule
    • Social Media Disclosure
  • Contact Us

Phone (404) 836-7100[email protected]
3455 Peachtree Road, NESuite 1500Atlanta, Georgia 30326-4202