Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
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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.
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.
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We will work to help you stay on track, regardless of what the markets are doing.