Profil
Brian P.
Walsh is the founder of Walsh & Nicholson Financial Group, which he founded in 1991 and where he holds the title of Principal.
Currently, he is the Financial Planning Director at J&E Davy (Private Banking), a position he has held since 2006.
Postes actifs de Brian Walsh
| Sociétés | Poste | Début |
|---|---|---|
J&E Davy (Private Banking)
 J&E Davy (Private Banking) Investment ManagersFinance J&E Davy (Private Banking) (Davy-PB) is the wealth management division of J & E Davy, a stockbroker headquartered in Dublin, Ireland. The firm is ultimately owned by J & E Davy Holdings Ltd. They trace their history to 1926 when James and Eugene Davy founded the firm. Headquartered in Dublin, Davy-PB provides financial planning, investment management and asset selection services to individuals, charities and companies. | Gestionnaire de Portefeuille-Actions | 01/02/2006 |
Walsh & Nicholson Financial Group
 Walsh & Nicholson Financial Group Investment ManagersFinance Walsh & Nicholson Financial Group is a wealth management firm located in Wayne, PA. The private company's services include retirement planning, investment advising, individual financial consulting, life insurance, disability income, long-term care, college planning, debt consolidation, estate planning, and insurance. The company aims to help clients prepare for every eventuality and design a roadmap that starts with the future they want and ends with their dream retirement. The company's approach is designed to help clients' retirement weather the harshest of storms. The company offers helpful content such as articles, videos, and calculators to help clients become more financially savvy. The company was founded by Brian P. Walsh and Kevin P. Nicholson. | Fondateur | 01/01/1991 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
J&E Davy (Private Banking)
J&E Davy (Private Banking) Investment ManagersFinance J&E Davy (Private Banking) (Davy-PB) is the wealth management division of J & E Davy, a stockbroker headquartered in Dublin, Ireland. The firm is ultimately owned by J & E Davy Holdings Ltd. They trace their history to 1926 when James and Eugene Davy founded the firm. Headquartered in Dublin, Davy-PB provides financial planning, investment management and asset selection services to individuals, charities and companies. | Finance |
Walsh & Nicholson Financial Group
Walsh & Nicholson Financial Group Investment ManagersFinance Walsh & Nicholson Financial Group is a wealth management firm located in Wayne, PA. The private company's services include retirement planning, investment advising, individual financial consulting, life insurance, disability income, long-term care, college planning, debt consolidation, estate planning, and insurance. The company aims to help clients prepare for every eventuality and design a roadmap that starts with the future they want and ends with their dream retirement. The company's approach is designed to help clients' retirement weather the harshest of storms. The company offers helpful content such as articles, videos, and calculators to help clients become more financially savvy. The company was founded by Brian P. Walsh and Kevin P. Nicholson. | Finance |
