Summarize Ricp® Peter J. Walsh’s background before I meet with them
Sign In
Get Started →
Profile Image for Ricp® Peter J. Walsh

Ricp® Peter J. Walsh

Senior Vice President, Investments, Managing Director at Raymond James & Associates
Buffalo, New York, United States
Is this your profile? Claim it now
This public profile is provided courtesy of Clay. All information found here is in the public domain.
What are Ricp® Peter J. Walsh’s favorite books?
Profile Image for Ricp® Peter J. Walsh

Ricp® Peter J. Walsh

Senior Vice President, Investments, Managing Director at Raymond James & Associates
Buffalo, New York, United States
SummaryAI Assisted Badge

Peter J. Walsh is a seasoned financial planner with a passion for helping successful executives and business owners make the most out of their lives. As the team leader of The Walsh Group at Raymond James, he works closely with his clients to understand their needs, anticipate their goals, and develop holistic wealth management strategies. Peter earned his BS in Economics & Urban Planning from the University of Maryland College Park and is an alum of Christ the King. He has also studied Business/Managerial Economics at Amherst High School. Before joining Raymond James, Peter served as a Financial Advisor at Morgan Stanley Wealth Management and a Specialists Clerk at NYSE Marcus & Company. In his current role, he collaborates with the professionals at Raymond James Consulting Services to provide top-notch investment strategies and objective advice for institutions such as corporations, nonprofits, foundations, and family offices.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.