Sarasota, FL Office

Hunter Smith is a Client Relationship Manager and Financial Paraplanner at Walsh & Associates, LLC with Series 63, Series 65, Series 7 and the Financial Paraplanner Qualifed Professional designation with three years of industry experience. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Suzanne Stacy Mckelvey is a financial advisor at Walsh & Associates, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Walsh & Associates and LPL Financial, as well as at Gould Kilian CPA Group. Outside of her advisory work, she is a partial owner of a leasing company for Pilates equipment, held for succession planning purposes. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing asset allocation alongside fundamental, quantitative, and qualitative analysis.

Michael Walsh is a financial advisor with Walsh & Associates, LLC in Sarasota, FL, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Walsh & Associates since 2013 and has worked with LPL Financial since 2006. Walsh & Associates provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm manages client assets on a discretionary basis using a combination of fundamental, quantitative, and qualitative analysis, offering portfolio management, retirement plan consulting, and model portfolio programs.

Kelly Mc Lean Holleran is a financial advisor with Walsh & Associates, LLC, holding CFP® and Series 66 credentials and having two years of industry experience. Her background includes roles at LPL Financial and prior work at Goodwill Industries Manasota and Performcb. She also provides administrative support to Walsh & Associates. Walsh & Associates offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm manages client assets on a discretionary basis using fundamental, quantitative, and qualitative analyses, and provides comprehensive portfolio management and retirement plan consulting through a team of nine advisors.

Joseph Walsh is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Walsh & Associates, LLC since 2012 and has also worked with LPL Financial, LLC since 2003. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Joseph Walsh is a CFP® and CFA® with 35 years of industry experience. He has been with Walsh & Associates, LLC since 2012 and has also been affiliated with LPL Financial since 1994. Walsh teaches courses on small business startups and Social Security through the Sarasota County Technical Institute. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing strategies focused on asset allocation combined with fundamental, quantitative, and qualitative security analysis.

Taylor Gilchrist is a CFP® and Series 66 credentialed advisor at Walsh & Associates, LLC with over seven years of industry experience. Gilchrist has held roles at LPL Financial and Gifford-Heiden Insurance Office, and previously operated Island Hoop Girl LLC. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting through an eight-advisor team managing approximately $660 million in assets. The firm emphasizes asset allocation combined with fundamental, quantitative, and qualitative security analysis and operates as a fiduciary with regular client reviews and portfolio rebalancing.

Thomas Walsh is a financial advisor with Walsh & Associates, LLC in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Walsh & Associates since 2009 and is also affiliated with LPL Financial, where he has worked since 2007. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.