Peter J. Walsh, Lisa J. Walsh
The Walsh Group
Adviser/team AUM: $225,000,000
Gross annual production/TTM: $2,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Raymond James|
Buffalo , NY
|Date||February 14, 2014|
Latest Moves to Raymond James
|Alan E. Williams, Thomas M. Hunter, Susan W. Crunk||November 27, 2017|
|Sam Oakley, Jon Lockmiller, Brian Dixon, Taylor Francis, Beverly Herbert||November 08, 2017|
|Mark Lazar, John Bergerson, Morgan Irvin||November 07, 2017|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
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