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TWO BALA CYNWYD PLAZABALA CYNWYD,
Senior Financial Advisor
Senior Vice President-Wealth Management
Patrick J. WalshAs Senior Vice President - Wealth Management, Mr. Walsh is responsible for developing investment policies that governs clients' strategic asset and style allocations*. Mr. Walsh joined Merrill Lynch in 1979 after graduating from Drexel University with a degree in Finance. He has lectured at Drexel University’s Graduate School of Business and gives weekly bond market commentary for KYW News Radio. Mr. Walsh has been recognized as one of Merrill Lynch’s top advisors in client satisfaction and is passionate about maintaining consistently high levels of personal service to clients. Mr. Walsh holds his Series 7, 63 and 65 FINRA registrations and is a certified Life, Accident and Health Insurance advisor.Justin WalshMr. Walsh joined Merrill Lynch in 2009. He focuses in the implementation of Merrill Lynch’s equity and quantitative strategies into account portfolios, retirement accounts, annuities and home financing through Bank of America, N.A. His goal is to be a trusted resource to each of his clients so that they can rely on him and his team for financial advice and guidance in their pursuit of personal, financial and professional success. Mr. Walsh holds his Series 7, 63 and 65 FINRA registrations and is a certified Life, Accident and Health Insurance advisor. He graduated from Cabrini College in 2009 and received a Bachelors of Science degree. He received all-conference honors in tennis and cross country. He currently resides in Conshohocken, PA.Rene ParisiMs. Parisi has been with Merrill Lynch for over 30 years and is involved in team management and client communications.
Who We Work WithClients have entrusted us with more than $540 million of assets as of 08/15/2014. Our institutional and individual clients include endowments, charitable foundations, businesses, corporate executives, professional athletes, business owners, and affluent families who value our professional knowledge and place a high level of trust in our ability to fulfill our commitments.What You Can Expect From UsProactive strategies from a confident, diverse team of Financial Advisors, highly educated and trained to provide different perspectives to the challenges of global portfolio management and business transactions. Our team approach, which places an emphasis on leveraging the intellectual capital within our practice and Merrill Lynch, means you can expect a thorough analysis before any recommendations are made. And when it comes to execution, the breadth and depth of Merrill Lynch, along with our strategic partners worldwide, give us a competitive edge in delivering the optimum combination of services for your needs.ExperienceAny member of our team of accomplished professionals can be called upon to contribute individual strengths to your wealth management strategies. Our strength in the following areas is supplemented by those of Merrill Lynch and Bank of America, N.A. specialists situated throughout the globe:- Global Portfolio Management- Strategic Asset Allocation and Security Selection- Business and Personal Credit and Banking - Retirement and Employee Benefit Services- Concentrated Stock Strategies- Business Valuation and Succession Strategies- Intergenerational Wealth Transfer- Trust, Estate and Philanthropic Services- Alternative Investments (Some or all alternative investments may not be suitable for certain investors)*Asset Allocation does not ensure a profit or protect against loss in declining markets.
Justin Walsh is registered to do business in:CA, CO, DC, DE, FL, GA, IL, MA, MD, MT, NC, NH, NJ, NM, NV, NY, PA, TN, VA, VT
Patrick J. Walsh is registered to do business in: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
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.