Sarasota CEO Named to 2020 Financial Times 400 Top Financial Advisers

Walsh & Associates CEO Joseph Walsh Jr. was named among the 2020 Financial Times 400 Top Financial Advisers in the country. Members must have more than 10 years of experience, at least $300 million in assets under management (AUM) and rank highly in six areas including: AUM, asset growth, compliance record, years of experience, industry certifications and online accessibility. This is Walsh’s second consecutive year to receive this recognition, and he is the only Sarasota advisor on the list.

“It is flattering to be recognized by the Financial Times as one of the top 400 advisors, but it’s more important for our clients to think of us as a top advisor,” says Walsh of the award. This is especially true amid these trying times of stay-at-home orders, a barrage of coronavirus news on TV and current market volatility. Having seen several economic downturns during his career, Walsh says, “What makes a great advisor might come out in these times more than other times. Good returns and comprehensive service is all well and good, but planning for the unexpected and reacting appropriately is far more important.”

Walsh recommends having a plan in place before a crisis, but for those seeking advice on changes they can make right now, he suggests: “There are numerous differences in the taxes for 2020 due to the CARES Act. If you haven’t thought about revising your tax strategy, or your estate plans, do that now.”

Walsh has an MBA in Finance and CFP^®, CFA^®, CTFA, AIFA^®, CRPC^®* and CPWA^® designations. He has been advising Walsh & Associates clients since 1986, and his sons Joe III, Michael and Tom have joined the family firm.

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.

For information about his firm’s services or to speak with Joseph Walsh, call (941)952-1188 or visit www.walshandassociates.com.