Jim Walsh - Merrill Lynch Wealth Management, Neighbor

I strive to educate my clients so they understand why they are invested in a specific investment. Recommendations are based on rigorous analysis, not just past performance. I  keep clients up to date on changes affecting their investments.

 <b>Core values</b>

<b> </b>1.  <strong>The Client comes first.</strong> Every decision is made to protect their interests above all others. 

2.  <strong>Understanding</strong> - I strive to have a thorough understanding of their goals before we develop a wealth management strategy. 

3.  <strong>Rigorous Analysis </strong>– to find my client the best investments for their risk profile and tax bracket. 

4.  <strong>Communication</strong> - I keep my clients involved and aware of changes in the market that can impact their investments. 

I believe very strongly real value is in the investment discipline and getting my client to make the right strategic asset allocation.

 1984 graduate of Bryant University, with a B.S. in Business Administration. Holding Series 7, 66 designations and Life and Health Insurance license.