Jonathan Walsh Email & Phone Number | Starting off early in my career as an Business Development Analyst with John Hancock, I quickly realized several things. First most, being that a large portion of the professionals in my industry experienced a significant disconnect with their clients. The problem was not so much in the individuals but in the system itself. Our industry had grown accustomed to conducting business in a way that did not engage the client, and there for left a shortfall in the quality of service many advisors delivered. As I transitioned into my career and took a job as an advisor on Wall St. with Wachovia Securities, it became even more transparent that the average retail client was not satisfied with the relationships developed with their financial professional. A new paradigm in financial planning and retail wealth management was emerging, and very few professionals realize(ed) that the train was leaving the station. The ideal experience is a highly interactive relationship, where investments are not handled with haphazard equity investments and poor planning, but where a calculated approach is taken with strategies employed that aren't of the cookie-cutter type. By bringing significant resources to bear like handpicked independent money managers, seasoned tax professionals and estate attorneys, savvy insurance experts that specialize in the fields of Disability, Long Term Care, and Life Insurance, a Wealth Manager can really address all areas of our client’s financial landscape. This concept is employed to the utmost in my Wealth Management Team at Barnum Financial. We aim to bring the cohesion back to the advisor/client relationship, and we do this with a service model that is second to none in my industry. My clients regard our team as the best in the industry and they say this because we truly make your life, our business. Specialties: Series 7 Securites License Life, Accident, and Variable Life Insurance License

Jonathan Walsh

Starting off early in my career as an Business Development Analyst with John Hancock, I quickly rea...
Fairfield, Connecticut, United States

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Jonathan Walsh’s Email jonathan.walsh@ge.com

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Jonathan Walsh’s Location Fairfield, Connecticut, United States

Jonathan Walsh’s Current Industry Georgia

Jonathan Walsh’s Prior Industry Wachovia Securities | John Hancock

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Work Experience

Georgia

Analyst

2010-11-01 00:00:00 - Present

Wachovia Securities

Financial Advisor

2007-04-01 00:00:00 - 2008-01-01 00:00:00

John Hancock

Sales Analyst

2005-01-01 00:00:00 - 2006-09-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Jonathan Walsh

Jonathan Walsh is located at
Fairfield, Connecticut, United States

Jonathan Walsh is a Starting off early in my career as an Business Development Analyst with John Hancock, I quickly realized several things. First most, being that a large portion of the professionals in my industry experienced a significant disconnect with their clients. The problem was not so much in the individuals but in the system itself. Our industry had grown accustomed to conducting business in a way that did not engage the client, and there for left a shortfall in the quality of service many advisors delivered. As I transitioned into my career and took a job as an advisor on Wall St. with Wachovia Securities, it became even more transparent that the average retail client was not satisfied with the relationships developed with their financial professional. A new paradigm in financial planning and retail wealth management was emerging, and very few professionals realize(ed) that the train was leaving the station. The ideal experience is a highly interactive relationship, where investments are not handled with haphazard equity investments and poor planning, but where a calculated approach is taken with strategies employed that aren't of the cookie-cutter type. By bringing significant resources to bear like handpicked independent money managers, seasoned tax professionals and estate attorneys, savvy insurance experts that specialize in the fields of Disability, Long Term Care, and Life Insurance, a Wealth Manager can really address all areas of our client’s financial landscape. This concept is employed to the utmost in my Wealth Management Team at Barnum Financial. We aim to bring the cohesion back to the advisor/client relationship, and we do this with a service model that is second to none in my industry. My clients regard our team as the best in the industry and they say this because we truly make your life, our business. Specialties: Series 7 Securites License Life, Accident, and Variable Life Insurance License