John P. Walsh

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+1 973 834 0164 Text

John co-founded The Wealth Advisory Group in March 2016 with a vision to create a boutique firm where personalized service and strategic guidance take center stage. With over three decades of experience in wealth management, John has built a reputation for delivering tailored solutions that reflect each client’s unique goals and priorities.

Before establishing the firm, John served as First Vice President of Investments and Regional Branch Manager at Capitol Securities Management for six years. His wealth management career began at Merrill Lynch, where he spent 13 years as a Senior Financial Advisor and earned recognition in the Winner’s Circle, Presidents Club, and Executive Club. John is a graduate of Merrill Lynch’s Professional Development Program and previously worked as an equities trader at Chase Investment Services. He holds FINRA Series 7, 63, 65, and 24 licenses, along with Life and Health Insurance credentials, and has earned the Chartered Retirement Planning Counselor and Certified Investment Manager designations from the College of Financial Planning.

As a lifelong Morris County resident, John combines deep local roots with a global perspective on wealth management. He focuses on developing disciplined investment strategies, asset allocation, and risk management solutions; all delivered with the personalized attention that defines a boutique advisory experience. John served on multiple nonprofit boards in Northern NJ.  He currently lives in Morris Township with his wife, Jacqueline, and their three children, Taylor, John Patrick, and Jack.