Meet The Team

Joseph Walsh Jr.

Founder, CEO & Wealth Advisor

Joseph Walsh III

Wealth Advisor 

Michael Walsh

Wealth Advisor

Thomas Walsh

Wealth Advisor

Alice Roberts

Administrative Assistant

Iris Peraza

Administrative Assistant

Amanda Zachos

Client Relations Manager

Abby Deenik

Administrative Assistant

Krystle Harvey

Marketing Coordinator

Christine Kosman

Administrative Assistant

Taylor Gilchrist

Administrative Assistant

Arminta McKelvey

Client Relations Manager

Kelly Holleran

Client Relationship Manager


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.