Lisa J. Walsh
Senior Vice President & Private Wealth Advisor
Providing personalized financial planning and wealth management strategies to help individuals, families, and business owners preserve and grow their wealth.
Senior Vice President & Private Wealth Advisor
Providing personalized financial planning and wealth management strategies to help individuals, families, and business owners preserve and grow their wealth.
Committed to Empowering Financial Futures
As a Senior Vice President and Private Wealth Advisor at Raymond James, I specialize in guiding clients toward financial clarity, confidence, and long-term success. With decades of experience, I offer personalized strategies that reflect your values, goals, and legacy.
From wealth preservation and retirement planning to multigenerational investment strategies, I provide holistic financial guidance tailored to individuals, families, and business owners. My approach blends deep industry knowledge with a passion for delivering exceptional client service.
Tailored Financial Strategies to Secure Your Future
Customized investment strategies designed to grow, protect, and transition your wealth across generations.
Comprehensive planning to help you retire with confidence and maintain your desired lifestyle.
Ensure your legacy endures with thoughtful estate planning that reflects your values and protects your loved ones.
White-glove service and bespoke strategies for high-net-worth individuals and families with complex needs.
A Track Record of Excellence
Raymond James & Associates | Buffalo, NY
Provides personalized financial strategies to high-net-worth individuals and families, focusing on long-term wealth preservation, estate planning, and multigenerational asset management. Recognized for building enduring client relationships grounded in trust and performance.
Raymond James & Associates | Buffalo, NY
Advised clients on investment portfolio design, risk-adjusted growth, and strategic asset allocation. Led integrated financial planning initiatives tailored to corporate executives, business owners, and retirees.
Morgan Stanley | Buffalo, NY
Developed and executed customized investment plans for a diverse clientele, leveraging Morgan Stanley's robust research and analytics. Specialized in transitioning clients through major financial life events.
Citigroup Global Markets Inc. (Smith Barney)
Spent over a decade delivering comprehensive financial consulting services, including investment management, retirement planning, and philanthropic strategies. Played a key role in growing a successful advisory practice under the Smith Barney brand.
What Individuals Say About Working With Me
"Lisa's guidance gave me the confidence to take control of my retirement planning. She explained every step clearly, and I never felt overwhelmed."
"After a major life change, I turned to Lisa for help. Her empathy, clarity, and expertise made all the difference. I finally feel secure about my future."
"I always thought financial advising was impersonal—until I met Lisa. She listened, understood my goals, and helped me build a plan I believe in."
Ready to Transform Your Organization?
I'd love to learn more about your organization's challenges and explore how we can work together to achieve your strategic goals.
contact@lisajanewalshservices.com
New York, NY