Lea Walsh, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • LGBTQ+ Finances

About Lea

Throughout my life, helping others has been an integral part of who I am. As a first-generation college graduate, I completed my degree at Mount Holyoke College on full scholarship at almost 30 years old. Prior, I spent over a decade working full-time and attending school. While doing so, I began building businesses with other entrepreneurs in NYC. These experiences enlightened my core passion; helping folks achieve their own versions of happiness and success. This led me to eventually choose a career in financial services because I believed I would make a difference in the lives of my fellow community...

Work History

  • Edward JonesOctober 2024 to Current
  • Merrill Lynch, Pierce, FennerJanuary 2018 to October 2024

Team Members

  • Jeannie Garcia
    Sr. Branch Office Administrator

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