Joseph P. Walsh, III is a Wealth Management Advisor at Walsh & Associates. One of Joe’s strengths is his ability to take what appear as complex financial issues and convey them in a simple and easy to understand manner. This can give family members the opportunity to participate together in maintaining, growing and transferring their wealth.
In the Walsh family, a financial education is something you start at an early age. As a child Joe remembers conversations on typical family wealth dissipation: one generation makes it, the second keeps it and the third spends it. A proud University of Florida graduate, Joe completed his Bachelor of Science (BS) in Finance in 3.5 years, carries his FINRA Series 7 and 66 registrations through LPL Financial and is preparing to sit for his CERTIFIED FINANCIAL PLANNER® final exam.
Currently Joe is a member of the Longboat, Lido and St. Armand’s Key Chamber of Commerce and the Sarasota Chamber of Commerce. His interest in “behavioral investing” makes Joe a good choice as a speaker for local organizations.
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