Joe Walsh

About Joe Walsh

As a Wealth Management Advisor and Research Coordinator at Walsh & Associates, I…

Experience

1. Wealth Advisor

   Walsh & Associates

   Jan 2003 — Present

   Walsh & Associates is a Multi-Family Comprehensive Wealth Management Firm founded in 1986 with offices in DeKalb, Illinois and in Sarasota, Florida. We focus on providing objective and strategic financial guidance and, as a family firm ourselves, we specialize in multi-generational and family issues with an understanding of legacy. I am a Wealth Advisor for our firm, which specializes in the following areas: • Investment Planning • Risk Management • Tax Planning • Estate Planning • Retirement Planning • Education Planning • Insurance planning • Generational Financial Planning Securities offered through LPL Financial Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Skills

• Team Building
• Retirement
• Finance
• Securities
• Series 66
• Investments
• Sales
• Portfolio Management
• Investment Strategies
• Public Speaking
• Wealth
• Series 7
• New Business Development
• Investment Advisory
• Project Planning
• Retirement Planning
• Asset Management
• Management
• Crm
• Wealth Management
• Customer Service
• Risk Management
• Wealth Management Services
• Financial Advisory
• Marketing
• Strategy