Brody, Walsh & Brody was founded in 1980 by New York Life agents William V. Brody, CLU®, and David R. Walsh, to provide employee benefits and insurance services. Focusing on closely held businesses, Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc. now provides employee benefits and financial services focused on estate preservation, business succession, executive benefits and asset management planning.
Bill Brody and David Walsh, New York Life agents since 1969 and 1970, respectively, coordinate with accountants, attorneys and other advisors to crystallize their clients’ business and personal financial objectives. The Nautilus Group®, a service of New York Life Insurance Company, is a resource staffed by a dedicated team of individuals with experience in tax, law and accounting. They provide additional leverage to the client’s planning team through Bill and David’s membership. David’s affiliation with Eagle Strategies LLC, a registered investment advisor, helps clients gain control over almost every aspect of their financial life—from personal finances to investments, insurance, estate preservation, and business succession.
