Charles Walker Sullivan IV

Charles Walker Sullivan IV, CLTC®

Associate Financial Advisor
Office 770-612-4677

Walker IV has been a part of Walker III's team since June of 2014. Walker IV helps run the daily operations of the practice, assists Walker with clients' financial planning needs, and handles the creation of all the comprehensive planning analyses for our clients. Walker became licensed for Life, Health, and Sickness Insurance in the State of Georgia in 2014 and also holds Series 7 and 63 securities licenses.

Walker IV is an Atlanta native and currently resides in Buckhead. In his spare time, Walker enjoys playing golf, throwing the tennis ball with his black lab Duke, and watching the Braves. Walker also spends the spring and summer months as a volunteer baseball coach for 11 and 12-year-olds at Buckhead Baseball.

B. Peyton McDonald

B. Peyton McDonald, CLTC®

Client Service Manager
Office 770-955-6611

Peyton grew up in Atlanta and is a proud graduate of The University of Georgia with degrees in Finance and Marketing. While at UGA, Peyton and Walker first met as brothers of the Sigma Chi Fraternity. His corporate career began in banking with Trust Company Bank (now SunTrust) here in Atlanta. In 1994, Peyton shifted gears, leaving the corporate world to pursue a passion for lighting design, where he started his own residential lighting design business here in Atlanta. 

Peyton’s commitment to provide clients with exceptional service led him back to the corporate world with an opportunity in Retail Management with Starbucks.  In 2016, Peyton joined Walker’s team to manage his client services and became licensed for Life, Health and Sickness Insurance in the state of Georgia shortly thereafter. Peyton also helps run the daily operations of the practice with a primary focus on providing clients with exceptional service that will strengthen the client relationship. 

Peyton currently lives in Ardmore Park and loves spending most of his free time exercising outdoors on the Atlanta Beltline.  In the fall, you will find him in Athens watching his beloved Dawgs!



C Walker Sullivan III, CLU®, CLTC®

Financial Representative


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