Walsh & Associates CEO Named to Forbes Best-In-State Wealth Advisors 2021
Contact Name: Krystle Harvey
Contact Email: firstname.lastname@example.org
Contact Phone Number: 941-952-1188
Walsh & Associates CEO Joseph Walsh Jr. was once again ranked among the Forbes Best-In-State Wealth Advisors for the second year in a row. Advisor rankings are based on quantitative and qualitative factors such as quality of assets under management; client retention and other client-related data; “best practices” within the advisor’s practice and approach to working with clients; and credentials. The Forbes Best-In-State Wealth Advisors 2021 spotlights more than 5,000 top advisors across the country who were chosen from over 32,000 advisor nominations. Walsh ranked #9 out of 44 in the Tampa Area of Florida.
Walsh is pleased that his independent family firm is ranked alongside mostly multinational financial services companies, or what he calls “the big boys.” After all, Finance is Walsh’s second act; 40 years ago, he was a successful restaurateur entering the field of Finance to learn how to manage his restaurant’s profits. But with his newfound knowledge, Walsh became a go-to for friends and family with personal finance questions, who then told their friends and family to "go ask Joe—he'll know." In 1986, as word spread of his willingness to help others sort their financial lives, Walsh established Walsh & Associates for people seeking financial guidance without product or sales influence. The personal gratification he received as an advisor set him on a new path, and Walsh sold his restaurant in 1994 and turned his part-time wealth management business into his full-time career.
An even greater source of pride for Walsh than the recognition for simply doing what he loves is that he has been joined at Walsh & Associates by his three sons Joe III, Michael, and Tom. After 35 years, clients are still sending their friends and family to "go ask Joe," but they now also include “or Joe III, or Michael, or Tom.”
In addition to his role as advisor and CEO of Walsh & Associates, Walsh is a volunteer instructor for Adult & Community Enrichment (ACE) at Suncoast Technical College. His classes cover many of the same topics broached with clients, like Social Security strategies, estate planning and the transition to retirement. He also gives back within the Finance industry by serving on the Investments & Wealth Institute (formerly IMCA) Certification Item/Test Form Review Task Force.
Walsh has an MBA in Finance and CFP®, CFA®, CTFA, AIFA®, CRPC® and CPWA® designations. For information about his firm’s services or to speak with Joseph Walsh, call (941)952-1188 or visit www.walshandassociates.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. All entities are separate and not affiliated with LPL Financial. CRPC conferred by College for Financial Planning.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
About Walsh & Associates
Founded in 1986, Walsh & Associates provides financial strategies and wealth management for people seeking financial guidance without product or sales influence. The family firm specializes in family wealth issues with a clear understanding of legacy. Offices in Sarasota, Florida, and DeKalb, Illinois.