Lisa J Walsh, CEPA®, CPWA®

Experience

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  Morgan Stanley

  Nov 1994 - Feb 2014

  Vice President Financial Advisor of The Walsh Group at Morgan Stanley; Financial Planning Specialist

  Clientele included affluent individuals, families, and women. Guided clients in making educated and informed decisions regarding their personal finances, allowing them to spend more time doing what they enjoy.Applied a holistic approach to financial planning, addressing investment and risk management, wealth transfer, and charitable giving, among other things.Utilized a step-by-step process that encompassed a comprehensive list of investment management and advanced planning themes. Show less

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  Raymond James

  May 2017 - now

  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 with all financial decisions, not just investments. We work with a specialized clientele including business owners, U/HNW individuals and families, and women. Using a thorough process, high-touch service, and deep professional experience, we help our clients achieve their personal and business-related financial 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 Show less

  • Senior Vice President, Investments

    Feb 2014 - now

  • Branch Manager

    May 2017 - now