Adam Walsh

About Adam Walsh

Adam is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Adam started his Wall Street career over 30 years ago as an institutional equities trader at Bankers Trust. Prior to joining Merrill in 2003, Adam was a securities and antitrust attorney for six years. After retiring from the practice of law and joining Merrill Lynch Wealth Management, Adam brought his broad experience with investments and long-term retirement planning to clients. Particularly, Adam works with clients and their estate planning attorneys to help guide them through the complex and ever changing estate planning process. Adam was awarded certification by the Certified Financial Planner Board of Standards, Inc as a CERTIFIED FINANCIAL PLANNER® professional. Adam focuses on analyzing clients risk tolerance, time horizon, liquidity needs and overall investment goals and crafts solutions for high net-worth families and small businesses. Adam graduated magna cum laude from Catholic University with a major in Political Science and earned his J.D. from the University of Connecticut School of Law. Adam is in the reserves and serves as a Commander in the United States Navy. Adam is decorated veteran of Operation IRAQI FREEDOM. Adam and his wife Lauren split their time between their homes in Newport, RI and Londonderry, VT.*(Required Disclaimer - Despite having a Law Degree, Adam does not provide any legal or tax advice in his current role at Merrill.)

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Aug 2003 — Present

   Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Education

• University of Connecticut

  Juris Doctor (J.D.)

  1992 — 1997

• Catholic University of America

  Bachelor's Degree

  1988 — 1992