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
Kenneth Compton, Susan Buchanon, Carl Salvato, Aileen AquiAugust 29, 2014
Robert A. ClaysonAugust 29, 2014
James L. Switzer, Eric M. CobbAugust 25, 2014

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