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

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.

Community is very important to Lou. He is currently involved with the following organizations:
Order of Malta-Committee Member
Morning Star School- Honorary Board Member
San Jose Catholic Elementary School-Advisory Board Member

In the past, Lou has been involved in the following:
The Guardian Catholic Schools-Past Honorary Board Member
Foundation Board of St. Vincent's Medical Center-Past Chairman
Former Investment Committee-Past Chairman
Investment Analyst Society-Past President
Holy Cross Family Ministries-Past Board of Directors
Order of Malta-Past 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

Focus

As a Financial Consultant, Adri is dedicated to providing personalized investment planning services to individuals, families and businesses. She helps bring clarity and confidence to our clients’ financial goals and dreams. Together with the Walsh Investment Consulting Group of Wells Fargo Advisors, we focus on providing clients with exceptional service and professional integrity.

 

Background and experience

Adri has over 17 years of experience in the financial services industry. Throughout this time she has served in various roles, including customer service, operations and supervision. She obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2009, and holds Series 7 and 66 registrations. Adri has a degree in Business Admin/Finance, from Truman State University, in Missouri.

 

Away from the office

Adri is originally from Indiana, but has lived in Jacksonville since 2004. Outside of the office, she enjoys spending time with her family: husband Matt and son Wilson. She also loves tennis, golf and running.

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.

Andrea recently graduated from the University of North Florida with a degree in business/finance. She is originally from Puerto Rico and has lived in the U.S. since 2011. Andrea handles account updates, money movement requests, scheduling and questions about your statements or online access.

Away from the office Andrea enjoys working out, traveling, and spending time with friends and family. She has two bulldogs, an American and a Frenchie.