Peter J. Walsh
- Role
- Senior Vice President, Investments, Managing Director at Raymond James
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Peter J. Walsh
As a financial planner for more than 30 years, I enjoy helping people get the most out of…
Experience
Senior Vice President, Investments, Managing Director
Feb 2014 — Present
Our team practices goal-oriented comprehensive wealth management; we focus on defining, articulating and pursuing our clients\' goals, rather than chasing short-term market gains. We help our clients with all of their financial decisions, not just investments. Our husband and wife professional team works with specific types of clients: executives, business owners, women, and successful families. Using a thorough process, high-touch service and deep professional experience, we help our clients achieve their goals. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Skills
- Life Insurance
- Investment Management
- Asset Allocation
- Personal Financial Planning
- Financial Planning
- Finance
- Asset Management
- Investment Strategies
- Series 7
- New Business Development
- Retirement
- Retirement Planning
- Tax
- Relationship Management
- Wealth
- Fundraising
- Project Planning
- Investment Advisory
- Strategic Financial Planning
- Wealth Management Services
- Mutual Funds
- Series 63
- Portfolio Management
- Insurance
- Alternative Investments
- Financial Advisory
- Time Management
- Wealth Management
- Estate Planning
- Strategic Planning
- Investments
- Risk Management
- Financial Analysis
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