Sandy Springs Resident Promoted To Manager at Wealth Management Firm

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Thomas Walsh of Sandy Springs has been named client service manager and portfolio manager by Palisades Hudson Financial Group, a wealth-management firm in Atlanta.

Formerly a client service associate, Walsh was promoted after recently receiving the Certified Financial Planner certification (CFP®). Awarded by the Certified Financial Planner Board of Standards, CFP is the industry’s top designation for financial planners. It requires passing a comprehensive exam and agreeing to adhere to the CFP Board’s ethical standards.

Walsh provides comprehensive financial planning, asset management and tax preparation services. A 2011 cum laude graduate of the University of Florida with a bachelor’s degree in finance, Walsh joined the firm that year. He is a native of Ormond Beach, Florida.

Widely quoted as a financial expert by the media, Walsh is a contributor to Palisades Hudson’s recent book, “Looking Ahead: Life, Family, Wealth and Business After 55.”

Palisades Hudson is a fee-only financial planning firm and investment manager based in Scarsdale, N.Y., with $1.2 billion under management. Branch offices are in Atlanta, Fort Lauderdale, Fla., and Portland, Oregon.

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Image via Palisades Hudson