Associate Advisor Arminta McKelvey, Certified Investment Management Analyst® (CIMA®), moved to Sarasota, Florida, from Asheville, North Carolina, in January 2020 to join Walsh & Associates. With her prior experience in the finance industry and her Financial Paraplanner Qualified Professional (FPQP™) designation, Arminta immediately became an invaluable member of the team, utilizing her strong organizational skills and researching prowess to assist the wealth advisors when some of our clients’ more complex financial strategies require a team approach. That said, you may never meet someone who is as equally bubbly as she is matter-of-fact!
While well-rounded in her financial planning expertise, Arminta has a special interest in designing strategies that encourage clients to actually *spend* their retirement savings, advocating that they enjoy their hard-earned retirement as much as possible. Her greatest source of job satisfaction comes from seeing pictures of clients’ amazing adventures, hearing news that they finally bought their dream home (or car or boat), witnessing their joy at being able to support their favorite causes, or playing even a small role in helping a client reach a financial goal.
Arminta and her husband, Shawn, are child-free by choice (unless you count their pup, Loki, whom Shawn will tell you is a bit spoiled). In their free time, Arminta, Shawn and Loki love to explore, although Loki stays home when his parents go kayaking—this spoiled pup is not a fan of water!
Arminta holds her Series 66 license through LPL Financial and Walsh & Associates and her Series 7 license through LPL Financial.
Check the background of this investment professional on FINRA's BrokerCheck.