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Thomas Walsh, CFP®

Senior Client Service Manager

Thomas Walsh, CFP®, is extensively involved in the firm's asset management, personal financial planning and tax practices. His experience includes cross-border tax planning for international clients; estate administration and tax preparation; bookkeeping and bill payment administration; and business management, valuation and cash flow planning, among other client services. Thomas is also a member of the firm's investment committee and its Entertainment and Sports Team. Thomas began his career in the firm's Atlanta office in 2011 and has been a client service manager since 2015. He is a CERTIFIED FINANCIAL PLANNER™ certificant.

Thomas is a regular contributor to our Sentinel newsletter. His most recent articles include:

Thomas is the author of two chapters in our firm's book The High Achiever's Guide to Wealth: “Spending vs. Saving vs. Debt Repayment” and “Retirement Planning.” He also contributed a chapter on education funding to our book Looking Ahead: Life, Family, Wealth and Business After 55. Thomas appeared as a guest on the first season of the firm's podcast, "Something Personal."

A native of Ormond Beach, Florida, Thomas graduated cum laude from the University of Florida with a B.S. in finance. He currently resides in Palm Coast, Florida with his wife and two children.


(954) 524-5552

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