What departments does Walsh & Associates have?

Walsh & Associates has employees across 5 departments including Business, Operations, Finance, Customer Success, Program & Project Management.

What is the largest department at Walsh & Associates?

The largest department at Walsh & Associates is Finance with 2 employees.

Where are Walsh & Associates employees located globally?

Walsh & Associates has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Walsh & Associates's team size changed over time?

Walsh & Associates's team has remained stable from approximately 13 to 13 employees based on available data.

Walsh & Associates Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Walsh & Associates is a financial services firm founded in 1986 by Joe Walsh Jr. to provide financial guidance that is not influenced by product sales. What began as a single advisor and an assistant serving DeKalb, Illinois, has grown to a larger team with a second location in Sarasota, Florida, and a client base across the United States.
The firm follows a client-focused approach to financial planning, helping clients define goals, develop a long-term, personalized strategy, and monitor for market changes and regulatory developments that may require adjustments. Securities are offered through LPL Financial, while Walsh & Associates provides investment advice as a registered investment adviser independent from LPL. The Sarasota-based firm operates within the independent broker-dealer framework and supports clients nationwide.

Walsh & Associates Global Highlights

North America
24

United States Of America
22
Canada
2

Walsh & Associates's Leadership

J. W.
Ceo & Wealth Advisor, Mba, Cfp®, Cfa®, Crpc®*, Aifa®, Ctfa®, Cpwa®, Lpl Registered Principal
Mobile Phone
Email
J. W.
Owner
Mobile Phone
Email
K. H. C.
Operations Manager
Mobile Phone
Email
K. H.
Client Relationship Manager | Cfp®
Mobile Phone
Email
H. S.
Client Relationship Manager | Financial Paraplanner
Mobile Phone
Email
J. M.
Account Manager
Mobile Phone
Email
T. G.
Client Relationship Manager
Mobile Phone
Email
J. W.
Wealth Advisor
Mobile Phone
Email

Walsh & Associates Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Walsh & Associates

Name

Title

Contact Info

Location

Last Update

A. D.
Administrative Assistant
Mobile Phone
Email
Oct 24, 2024
E. K.
Administrative Assistant
Mobile Phone
Email
United StatesMaryland
Oct 17, 2024
I. P.
Administrative Assistant
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
P. K.
Project Geologist
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Walsh & Associates known for?

Walsh & Associates was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 2350 Fruitville Road Suite 201 Sarasota, Florida 34237 United States. Explore Walsh & Associates's company overview page for more information.

What is Walsh & Associates's most common email format?

Walsh & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Walsh & Associates email formats with LeadIQ.

How many employees does Walsh & Associates have currently?

Walsh & Associates has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Walsh & Associates's key employees and leadership?

As of June 2026, Walsh & Associates's key employees include:

Ceo & Wealth Advisor, Mba, Cfp®, Cfa®, Crpc®*, Aifa®, Ctfa®, Cpwa®, Lpl Registered Principal: J. W.
Owner: J. W.
Operations Manager: K. H. C.
Client Relationship Manager | Cfp®: K. H.
Client Relationship Manager | Financial Paraplanner: H. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Walsh & Associates Employee Directory

Find Walsh & Associates employees' phone numbers or email addresses

Name search is limited — try advanced search instead