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Bill Walsh

CPA, PFS, Consulting Partner

    

2626 Howell Street, Suite 700

Dallas, Texas 75204

Main: 214.871.7500

Direct: 214.461.1415

Fax: 214.871.0011

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LICENSED IN:

Texas

NASD/FINRA Series 7

NASD/FINRA Series 66

EDUCATION:

Texas Tech University

Bachelors of Business Administration, Accounting

CERTIFICATIONS:

Certified Public Accountant (CPA)

EXPERIENCE

AREA OF FOCUS

AFFILIATIONS

Bill’s responsibilities include financial advisory services, general business consulting, strategic planning, succession planning and assurance services. Mr. Walsh advises business owners and high net-worth individuals regarding wealth building and protection strategies. Mr. Walsh is a registered financial advisor.

Wealth Management

Family Owned Businesses

Entrepreneurial Businesses

Baylor University Accounting & Law Advisory Council—Board Member

Heartlight Ministries Foundation, supports a nonprofit residential counseling facility for teenagers—Board Chairman

American Institute of Certified Public Accountants (AICPA)—Member

Texas Society of Certified Public Accountants (TSCPA)—Member

Financial Planning Association—Member

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