Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Lea Walsh also has experience helping clients manage concentrated stock positions and dealing with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients' trust and estate planning services needs. In addition, she works with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy strategies.
Lea attended Nassau Community College prior to graduating from Mount Holyoke College as a non-traditional aged student where she became a first-generation college graduate. She carries her Series 66, Series 7 FINRA Registrations and SIE licenses and currently resides in Northampton, MA. She volunteers with budding entrepreneurs mentoring them through organizations such as Valley Venture Mentors, Women's Business Owners Alliance and the Northampton Parenting Center.
Mount Holyoke College
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
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We will work to help you stay on track, regardless of what the markets are doing.
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