ALICE ROBERTS

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Alice has been the Administrative Assistant at the DeKalb Walsh & Associates office since 2003. Throughout her career, she has served in administrative roles in manufacturing and regulatory industries as well as finance. Alice is the glue that holds the DeKalb office together—with her pleasant disposition and friendly attitude, she handles much of the day-to-day client communication. Whether facilitating client requests, handling client monthly withdrawals, keeping all of the advisors’ schedules, implementing the advisor-designed tax, estate or investment strategy, or planning travel and entertainment schedules, she does it with a smile on her face and a refreshing love for the job. Over the years she has developed a great relationship and appreciation for the Walshes as well as the wonderful clients she serves.

As much as Alice enjoys her work, her family—including husband Brad, her three children and her four beautiful grandchildren—is the highlight of her life. “Practically” an Illinois native, she is known for being an ardent sports fan, rooting a straight Chicago ticket: Cubs, Bulls, Bears and Blackhawks (when they win).

Florida

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

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

Illinois

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 page may only discuss and/or transact business with residents of the following states: AL, AZ, CA*, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI and WV.
 
*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.