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Chris D. Walsh
Consulting Group
First Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
16980 Kercheval
Grosse Pointe, MI 48230
Grosse Pointe, MI 48230
tel: 313-417-8102
toll free: 800-521-3865
fax: 313-881-3721
toll free: 800-521-3865
fax: 313-881-3721
Welcome
Education and Licensing
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B.A.
University of Michigan
Ann Arbor, MI - Financial Planning Specialist Designation
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Life, Health & Variable Annuity Insurance Licensed
Associations
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City of Grosse Pointe
Councilman - City of Grosse Pointe
Pension Fund Trustee - Detroit Athletic Club
Member - U of M Club of Greater Detroit
Past Board of Governors - Detroit Golf Club
Member - Special Kids, Inc.
Active Organizational Member
Services
- Asset Management
- Trust Services and Accounting
- Estate Planning
- Wealth Management
- Corporate Pension Funds
- Endowments and Foundations
- Lending Services
- Philanthropic Services
Honors and Recognitions
- Century Council Member - Smith Barney
- Mutual Fund Coordinator
- Consulting Group Coordinator
Business Experience
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1989 - Present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Grosse Pointe, MI
Bulletin Board
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- You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life after retirement.
Chris D. Walsh is licensed in the following state(s): AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MI, MN, NC, NH, NY, OH, OK, SC, TX, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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