About Us

FOCUS

Lou provides comprehensive investment management strategies for wealthy families, small businesses and foundations to the greater Jacksonville area.  Lou believes that you must do what is right for the client first, provide valuable advice to help clients meet their financial goals.

BACKGROUND & EXPERIENCE

With over three decades of investment experience, Lou has brought together a team of highly competent, client service driven individuals forming the Walsh Investment Consulting Group of Wells Fargo Advisors.

Lou sees his life calling as helping clients organize their financial puzzle.  He insists on meeting with them, working closely with them to help stay on track with their goals.  He develops customized financial strategies designed to meet near and long-term financial needs.

Lou graduated from the University of Notre Dame with an BBA and an MBA from University of North Florida.  He has earned the Chartered Financial Analyst (CFA®) designation which requires ongoing continuing education. He is a Financial Advisor and licensed in insurance and annuity products in several states, including Florida.

AWAY FROM THE OFFICE

Community is very important to Lou.

Foundation Board of St. Vincent's Medical Center (Past Chairman)
Former Investment Committee (Past Chairman)
Investment Analyst Society (Past President)
Holy Cross Family Ministries Board of Directors
Order of Malta, Investment Chair Diocese of St. Augustine Savings & Loan
Guardian of Dreams  Scholarship Foundation (Founder)
San Jose Catholic Basketball League (Founder)
San Jose Catholic Financial Studies Program (Founder)
Notre Dame Alumni (Past Board Member)
At the center of Lou's life is his family: lovely wife Jan, beautiful daughter Rosie, and favorite son Louie.  He enjoys running charities, reading, attending college lectures and golfing.

FOCUS

Kim provides personalized investment management services for wealthy families, small businesses and foundations to the greater Jacksonville area.  Kim believes that you must do what is right for the client first, strive to help clients reach their financial goals.

BACKGROUND AND EXPERIENCE

Kim started in the financial services industry as an Operations Manager in Fairbanks, AK in 1991.  She later was promoted and held other managerial roles in the branches and regional office.  She began working as a Financial Consultant in 2012.

With over 23 years of investment experience, Kim is an integral part of the Walsh Investment Consulting Group of Wells Fargo Advisors.

She specializes in investment planning side of the puzzle, while Lou Walsh handles the portfolio management.  She uses her attention to detail and prolific energy in an effort to make a difference for many clients while working to help them through life's many critical financial events.

Education is important to Kim.  She graduated from the University of North Florida with a BBA in Accounting. She has earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation. To maintain this designation, she is required to meet stringent experience requirements and pass a rigorous examination.  She maintains the General Securities Representative Series 7, Uniform Securities Agent State Series 63 and Uniform Investment Adviser Law Examination series 65 registrations.  Kim is also licensed in insurance and annuity products in the state of Florida.

AWAY FROM THE OFFICE

Kim has been committed to children's ministry for the last 15 years.  She enjoys cruising with her family, volunteering at her church, and sharing time with her husband, Phil. They have one son, Philippe in college.  They reside in the Jacksonville area with two Yorkies, Leia and Chewy.

With more than 33 years of financial services experience, Jackie strives to add value by supporting the administrative and operational needs of our clients. She began her career in Miami where she held many positions including, Operations Manager. She is in charge of opening new accounts, maintaining existing account information, account transfers, cash and security movements and statement  inquiries.

Jackie is a graduate of Barry University with a B.L.S. degree in Behavioral Science.  She is series 7 and 66 registered.

Outside of the office, Jackie is centered on her church, her husband Bobby of 28 years and family. She enjoys shopping, gatherings with friends and short trips to new places.

Philippe joins our team as a graduate of Florida State College, with an Associates in Arts. He is focused on helping our clients succeed by handling any request that comes his way from account maintenance to special projects.  He handles client reporting and scheduling.  He is series 7 and 66 registered, as well as licensed in insurance and annuity products in the state of Florida. He enjoys fencing and ballroom dancing in his spare time.