Ashford Investment Advisors

Michael Walsh is a financial advisor with Ashford Investment Advisors in Daytona Beach, FL, holding a Series 63 designation and 26 years of industry experience. He has been with both Walsh Consulting Group and Ashford Investment Advisors since 1996. Ashford Investment Advisors provides discretionary portfolio management and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm manages approximately $76.4 million for about 73 clients, tailoring portfolios using fundamental and technical analysis across a range of securities and employing strategies including long- and short-term purchases, short sales, covered options, and derivative instruments.

Thomas McGuire is a financial advisor with Ashford Investment Advisors in Daytona Beach, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Bert Reames Investment Advisors since 2005. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm manages approximately $76.4 million for about 73 clients, utilizing a blend of fundamental and technical analysis across a diverse range of securities and strategies, including long- and short-term purchases, short sales, and options.

Kathleen Dulko is a financial advisor at Ashford Investment Advisors with nine years of industry experience. She holds the Series 65 designation and has served as Corporate Controller at Halifax Health, a community hospital in Daytona Beach, since 2010. In this role, she oversees financial reporting and accounting standards for a department of 30 employees. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals and institutional clients. The firm uses both fundamental and technical analysis to tailor portfolios, employing a range of investment strategies including equities, fixed income, and derivative instruments.