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TWO BALA CYNWYD PLAZABALA CYNWYD,
Senior Financial Advisor
Senior Vice President-Wealth Management
On behalf of high-net-worth and ultra-high-net-worth families for whom wealth is a means to desired lifestyles and legacies, The Walsh Group brings decades of experience and devotion. Clients include active and retired C-suite executives of biotechnology firms, professional athletes, business owners, professors, affluent families, as well as independent and widowed women, and a number of foundations and endowments.“I believe that clients with sophisticated financial needs trust our ability to fulfill our commitment – to help enhance and preserve their wealth,” explains Patrick Walsh. “There are no shortcuts to what we do. In fact, we encourage meaningful discussions in which clients can thoughtfully identify and verbalize what matters most to them (financially and personally). Appreciating a client’s motivations is at the heart of our standard of care.”In the spirit of meeting distinct client goals, the team’s disciplined process gives consideration to retirement income, college planning, credit and lending, wealth transfer, as well as healthcare and insurance. The team also considers the estate planning needs of family members – calling upon specialists at US Trust, to help align wealth transfer strategies.Using Merrill Lynch portfolios and research, The Walsh Group diversifies clients’ investments across asset classes, sectors and borders with a global perspective on managing risk and seeking opportunity. Transparency, liquidity and cost efficiencies are prime factors when selecting outside managers.“Helping clients prepare for key transitions is critical to superior wealth management – from retirement or a liquidity event, to a child going to college, or a parent needing a long-term-care facility. In frequent conversations and in meetings with older couples and their grown children, we explain matters in a way that a non-professional can understand. We’re a family group and we’re sensitive to family issues,” Patrick points out. “Being a dependable resource is important to Justin and me.”
Patrick J. WalshSenior Vice President – Wealth ManagementWealth Management Advisor“Using Merrill Lynch tools and technology, we’re able to give clients a clear and detailed picture of their strategies, what they own, owe, and the road ahead. But being good at what we do is not enough. We’re constantly striving to improve our skills. We take great pride in the many lives we’ve positively impacted over the decades – and we’re humbled by the thank-you notes and referrals we receive.”Well known in the Philadelphia area as industry spokesman and educator, Patrick Walsh began his financial services career in 1979 after graduating from Drexel University with a Bachelors degree in Finance.Over the years, Patrick lectured at Drexel University’s Graduate School of Business – and for more than two decades, his daily bond market commentary could be heard on KYW News Radio. Patrick has been recognized consistently as among the top Merrill Lynch advisors, for client satisfaction – a reflection of his passion to deliver an exceptionally high level of client service.Patrick and his wife, Gretchen, reside in Radnor, Pennsylvania. He has a daughter in school and a son, Justin, who’s a fellow member of The Walsh Group.Justin WalshFinancial Advisor“Leveraging our own intellectual capital and the firm’s, we’re able to formulate proactive strategies that extend beyond investments. Whether we’re giving clients access to Bank of America N.A. for residential and securities-based lending, or coordinating with clients’ CPAs and accountants, we pride ourselves on delivering holistic strategies that can meet the real-world needs of a distinguished clientele.”Justin’s goal is to be a trusted resource for multiple generations of client families – so that they can continue to rely on The Walsh Group for customized financial advice and guidance. Since joining Merrill Lynch in 2009, Justin has focused on the implementation of the firm’s equity and quantitative strategies for selected clients’ portfolios. He feels privileged to work with clients on their investment and retirement planning, and providing them access to the firm’s trust and lending specialists. A graduate of Cabrini College, Justin earned a Bachelors of Science degree and all-conference honors in tennis and cross-country. He is also the reigning tennis club champion (for nine consecutive years) at Llanerch Country Club. Justin resides in Conshohocken, Pennsylvania.Rene ParisiSenior Client AssociateSince launching her Merrill Lynch career in 1983, Rene has played an integral role in bringing clients a boutique level of personal service that aligns with their preferences for information delivery and frequency of contact. Rene’s attention to detail, accuracy and urgency reflects her commitment to client families. Rene is the proud mother of two daughters who keep her “very” busy. In addition to family time – often at the beach and Phillies games – Rene has a passion for cooking, baking, crafts, and cats.
Justin Walsh is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, PA, TN, VA, VT, WA
Patrick J. Walsh is registered to do business in : AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, PA, TN, TX, VA, VT, WA
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