– Exclusive Event Held This Year at St. Regis Monarch Beach, Dana Point, CA –
–Brings Together Top LPL Financial Advisors Serving Affluent Families and Institutional Clients –
Sarasota, FL – May, 2016 – Walsh & Associates, an independent wealth management firm announced today that Joseph Walsh, Jr., CEO Wealth Advisor and Joseph Walsh, III, Wealth Advisor of Walsh & Associates attended LPL Financial’s Private Wealth Symposium, held May 2-4, 2016 at St. Regis Monarch Beach in Dana Point, CA.
This invitation-only symposium brought together LPL’s finest advisors serving affluent families and institutional clients to participate in a focused curriculum addressing advanced planning, practice management and investment topics specific to this client segment.
Gary Carrai, Senior Vice President, LPL Private Client said, “We congratulate Joseph Walsh, Jr. on his selection to represent Walsh & Associates at this exclusive event. The goal of the Private Wealth Symposium is to truly challenge our best advisors to strengthen and grow their practices by featuring an agenda which focuses on how to effectively market to, win, and serve today’s high-net-worth investors.”
Joseph Walsh, Jr., CEO Wealth Advisor at Walsh & Associates said, “The Private Wealth Symposium provided an outstanding mix of the high caliber general sessions and purposefully curated breakout sessions, discussing the tools and tactics that will help to most effectively serve our clients’ needs. Additionally, the ability to connect and interact with other advisors and LPL home office leaders made it an amazing experience. The knowledge we gained at this gathering from industry-leader experts will certainly empower our team to better serve our clients.”
Walsh & Associates is a branch office of LPL Financial, the nation's largest independent broker-dealer,* an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).
*Based on total revenues, Financial Planning magazine, June 1996-2015
About Walsh & Associates
Walsh & Associates is an Investment Advisor registered with the Securities and Exchange Commission, with locations in Sarasota, FL and DeKalb, IL. Joseph Walsh, Jr., MBA, CFP®, CFA®, CPWA®, AIF®, CTFA®, is President and CEO of Walsh & Associates and has more than two decades of experience as a financial advisor. Walsh & Associates is a full service, fee-only financial planning firm, specializing in their Red Flag Audit® procedure. Walsh & Associates focuses on building a foundation of trust by offering personal service and innovative wealth management strategies, as well as placing an emphasis on education and industry knowledge.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial Member FINRA/SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.
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2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
HOURS: M-F, 9:00-5:00 ET
444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
HOURS: M-F, 9:00-5:00 CT