The Walsh Team

David R. Walsh
Financial Advisor

David and Bill Brody formed Brody, Walsh & Brody, in 1980 to provide employee benefits and arrange various insurance products in estate and business succession plans. They have incorporated into their practice some powerful resources, including the Nautilus Group's staff of law, taxation, and insurance professionals. David is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

To better serve the expanding needs of his clients David affiliated with Eagle Strategies LLC, a Registered Investment Advisor, in 1999. By combining the Eagle Strategies’ and Nautilus Group’s resources, David may offer a more holistic financial planning alternative addressing retirement, and survivor capital requirements in the context of a comprehensive estate and business succession or exit strategy. Clients engage David’s process to better crystallize their business and personal financial objectives and to take the appropriate action. Prior to joining New York Life in 1970, he spent four years in human resources. He is a Life and Qualifying member of the MDRT^*, the Association of Advanced Life Underwriters and a past President of the San Francisco Life Underwriters Association.

David and his wife Patsy have three daughters, Meghan, Katie and Shannon and live in Greenbrae, California. He was born in Salem, Massachusetts, and graduated from St. Lawrence University.

^*The Million Dollar Round Table, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.