Walsh & Associates CEO Joseph Walsh Jr. was ranked among the Forbes Best-In-State Wealth Advisors 2020. The Forbes Best-In-State Wealth Advisors 2020 spotlights more than 4,000 top advisors across the country who were chosen from over 32,000 advisor nominations. Walsh ranked #16 out of 115 in North Florida. Walsh finds great reward in building relationships with clients, and he loves hearing their stories. Walsh & Associates is a family firm with 12 employees, three of whom are Walsh’s sons Tom, Michael, and Joe III. Clients still send their friends and family to "go ask Joe" (or Tom, or Michael, or Joe III). Walsh says of the firm, “We like what we do, how we do it and the people we do it for. We become part of our clients’ families, and we want what’s best for family.” 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 serves the Investments & Wealth Institute (formerly IMCA) as a member of the 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