Meet The Team

Joe Walsh Jr.

Founder, CEO & Wealth Advisor

Joe Walsh III

Wealth Advisor 

Michael Walsh

Wealth Advisor

Tom Walsh

Wealth Advisor

Arminta McKelvey

Associate Advisor

Kelly Holleran

Client Relationship Manager

Taylor Gilchrist

Client Relationship Manager

Alice Roberts

Administrative Assistant

Iris Peraza

Administrative Assistant

Christine Kosman

Administrative Assistant

Erin Cooper

Administrative Assistant

Katie Thompson

Administrative Assistant

Krystle Harvey

Marketing Coordinator


2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
941.952.1188 p
941.952.1184 f

HOURS: M-F, 9:00-5:00 ET


444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
815.748.2130 p
815.748.3401 f

HOURS: M-F, 9:00-5:00 CT

Securities Offered through LPL Financial Member FINRA / SIPC.  Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. The LPL Financial registered representative associated with this website 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.
JOSEPH PATRICK WALSH JR, whose state of domicile is Florida and principal place of business is the Sarasota, Florida address above, holds CA Insurance #0I66674.