Peter J. Walsh, Lisa J. Walsh

The Walsh Group

Adviser/team AUM: $225,000,000

Gross annual production/TTM: $2,000,000

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Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Raymond James
Adviser(s) location

Buffalo , NY

Date announced February 20, 2014
Transition date February 14, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Peter Chapman, Michael Cardwell, Patrick Fazio, Juan E. PapadopulosApril 21, 2015
Todd R. LovellApril 15, 2015
Debra Dragich, Toni OndekApril 13, 2015

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