Financial Advisor, Merrill Lynch

The Walsh Group

Global Wealth Management


TWO BALA CYNWYD PLAZA
BALA CYNWYD, PA 19004

Phone: (610) 6686151
Email:

Directions to Branch

PROFESSIONAL STAFF

Patrick J. Walsh (610) 668-6151 Senior Financial Advisor Senior Vice President-Wealth Management View Profile
Justin P. Walsh (610) 668-6115 Financial Advisor View Profile
Rene Parisi (610) 668-6109 Client Associate View Profile

PROFESSIONAL PROFILE

Patrick J. Walsh

As Senior Vice President - Wealth Management, Mr. Walsh is responsible for developing investment policies that governs clients' strategic asset and style allocations. Mr. Walsh joined Merrill Lynch in 1979 after graduating from Drexel University with a degree in Finance. Mr. Walsh is a member of Merrill Lynch’s prestigious Circle of Excellence. He has lectured at Drexel University’s Graduate School of Business and gives weekly bond market commentary for KYW News Radio. Mr. Walsh has been recognized as one of Merrill Lynch’s top advisors in client satisfaction and is passionate about maintaining consistently high levels of personal service to clients. Mr. Walsh holds his Series 7, 63 and 65 security licenses and is a certified Life, Accident and Health Insurance advisor.



Justin Walsh

Mr. Walsh joined Merrill Lynch in 2009. He specializes in the implementation of Merrill Lynch’s equity and quantitative strategies into account portfolios, home financing, retirement accounts and annuities. His goal is to be a trusted resource to each of his clients so that they can rely on him and his team for financial advice and guidance in their pursuit of personal, financial and professional success. Mr. Walsh holds his Series 7, 63 and 65 security licenses and is a certified Life, Accident and Health Insurance advisor. He graduated from Cabrini College in 2009 and received a Bachelors of Science degree. He received all-conference honors in tennis and cross country. He currently resides in Conshohocken, PA.



Rene Parisi

Ms. Parisi has been with Merrill Lynch for over 30 years and is involved in team management and client communications.

Who We Work With

Clients have entrusted us with more than $515 million of assets as of 04/16/2014. Our institutional and individual clients include endowments, charitable foundations, businesses, corporate executives, professional athletes, business owners, and affluent families who value our professional knowledge and place a high level of trust in our ability to fulfill our commitments.



What You Can Expect From Us

Proactive strategies from a confident, diverse team of Financial Advisors, highly educated and trained to provide different perspectives to the challenges of global portfolio management and business transactions. Our team approach, which places an emphasis on leveraging the intellectual capital within our practice and Merrill Lynch, means you can expect a thorough analysis before any recommendations are made. And when it comes to execution, the breadth and depth of Merrill Lynch, along with our strategic partners worldwide, give us a competitive edge in delivering the optimum combination of services for your needs.



Experience

Any member of our team of accomplished professionals can be called upon to contribute individual strengths to your wealth management strategies. Our strength in the following areas is supplemented by those of Bank of America and Merrill Lynch specialists situated throughout the globe:

- Global Portfolio Management

- Strategic Asset Allocation and Security Selection

- Business and Personal Credit and Banking

- Retirement and Employee Benefit Services

- Concentrated Stock Strategies

- Business Valuation and Succession Strategies

- Intergenerational Wealth Transfer

- Trust, Estate and Philanthropic Services

- Alternative Investments (Some or all alternative investments may not be suitable for certain investors)

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Patrick J. Walsh is registered to do business in:CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, PA, TN, TX, VA, VT, WA

Justin Walsh is registered to do business in:CA, CO, DC, DE, FL, GA, IL, MA, MD, MT, NC, NH, NJ, NM, NV, NY, PA, TN, VA, VT

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