Patrick Walsh, SE-AWMA

Born and raised in Fairfield, Connecticut, I received my undergraduate degree from The College of the Holy Cross in 2011. I began my career in Wealth Management with Wells Fargo Advisors in 2015, fulfilling various roles on my path towards building the expertise and understanding that to be a financial advisor is much more than a profession, but both a calling and a privilege. I was most recently promoted to Vice President - Investment Officer, as well as achieving the Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, providing valuable training and knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. Backed by the resources, expertise, and investment selection of one of the nation's most recognized financial services companies, and with direct access to a team dedicated to providing an exceptional level of customer service, I welcome you to have a conversation about developing an investment strategy that is flexible and tracks your goals. Away of the office you'll often find me enjoying the outdoors with my rescue dog, Tully -- or finding time to spend with my niece and nephew in Boston. With an extensive background in youth coaching, I am always looking to build foundations within my community and look forward to continuing to grow my roots here in Palm Beach, FL.