William James Walsh, CFP®
Director and Planning Officer

William J. Walsh, of Wellesley, Mass., joined Weston Financial in 2009 as Director and Planning Officer. Bill has more than 20 years of experience in the financial industry, with the last eight as a Senior Vice President with Bank of America/US Trust in Boston, where he managed a team of 14 private client advisors and private client managers serving high net worth clients.

Bill is a Certified Financial Planner practitioner, holds a Bachelor’s degree in Business Administration from Salem State College and a Diploma in Financial Planning from Boston University. Bill has been an adjunct professor at Boston University, since 1996, where he teaches the Fundamentals of Investments, and the Theory and Practice of Financial Planning.