Patrick J. Walsh

Associate Vice President – Investments
Sports & Entertainment Accredited Wealth Management Advisor™

I began my career in Wealth Management with Wells Fargo Advisors in 2015, fulfilling various roles on my path towards building the expertise and earning the trust necessary to be a complete Financial Advisor. Through years of education, advanced training, and ongoing commitment to professional development, I found myself driven by a desire to implement my skillset for the benefit of those that I care about most. It was only then that I began to discover the true essence of wealth management – that it is much more than a profession, but both a calling and a privilege.

Born and raised in Fairfield CT, I was fortunate enough to enjoy a fairly traditional New England childhood that provided me with the tools necessary to succeed in my four years at The College of the Holy Cross. With a degree in Economics and a fresh perspective on the world, I was thrust into an entirely new reality. Facing an economy emerging from crisis and my own share of live-and-learn financial foibles, I found myself asking the same questions as many of those around me – could someone have helped me avoid this? Or even see it coming?

Of all the assumed basics for quality of life, access to sound financial advice is often grossly underemphasized. An individual dedicated to helping build, manage, protect, and transition wealth with the patience and empathy to listen to concerns and assist in developing sound strategies based on individual needs is a role that I strive to fill each and every day.

Attention to detail, critical listening and deep understanding are symbols of appreciation I bring to every relationship. With a focus on my client’s financial goals, time frames and risk tolerance, I trust my process demonstrates diligence in developing customized financial strategies from analyzing cash flows to building a legacy.

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 doing all things outdoors – beach, golf, etc. – or finding time to spend with my niece and nephew in Boston, MA. 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.