Amegy Wealth Advisors | LPL Financial
Robert V. Walsh, Jr. CFP®
Vice President | Wealth Advisor
Branch/Office Location
Robert V. Walsh, Jr. CFP®
Vice President | Wealth Advisor
- Bachelor of Science Degree | Louisiana State University
- Series 6, Series 7, Series 66 registrations held with LPL Financial and Life & Health Insurance licensed
Professional Background
Robert Walsh has over 18 years of experience in the industry advising high-net-worth families. He provides tailored financial strategies to address their unique goals. Robert takes a disciplined approach to his work, striving to protect his clients' best interests.
Prior to his career in finance, Robert served in the US Army. His Veteran service includes medical support for Operation Noble Eagle and Enduring Freedom.
Robert earned a Bachelor of Science degree from Louisiana State University.
He and his wife Lauren of 18 years, enjoy raising three children and traveling to new beach destinations.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Amegy Bank, a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
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