John Walsh established The Wealth Advisory Group, LLC, a private wealth management firm in Morristown, New Jersey. Prior to that, John spent six years at Capitol Securities Management as a First Vice President of Investments and Regional Director. From 1996 until 2009, John was with Merrill Lynch as a Senior Financial Advisor, Assistant Vice President. John, a graduate of Merrill Lynch’s renowned Professional Development Program, was a member of the firm’s Winner Circle, Presidents Club, and Executive Club. Before joining Merrill Lynch, John served as an equities trader at Chase Investment Services. He has obtained FINRA Series 7, 63, 65, and 24 Licenses and his Life and Health Insurance Licenses. He also received the Chartered Retirement Planning Counselor from the College of Financial Planning.
A lifetime resident of Morris County, John currently lives in Morris Township with his wife Jacqueline and their three children, Taylor, John Patrick, and Jack. John and Jackie are active in the Morristown area through many charities and groups.