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Thomas Walsh, CFP®

Senior Client Service Manager

Thomas Walsh, CFP®, joined our Atlanta office in 2011 as a client service associate and became a client service manager in 2015. He is a CERTIFIED FINANCIAL PLANNER™ certificant and serves clients through his involvement in all areas of the practice, including financial planning, asset management and tax preparation. He is also a member of the firm's Entertainment and Sports Team, serving clients including singer-songwriter Maddie Wilson.

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.

A native of Ormond Beach, Florida, Thomas graduated cum laude from the University of Florida with a B.S. in finance.


(678) 500-8620

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