William J. Walsh, CFP®
Director of Eastern Bank Wealth Management
William Walsh is the Director of Eastern Bank’s Wealth Management division where he is responsible for overseeing a group of experienced professionals committed to providing trust and estate management, investment management, and financial planning to individuals and organizations throughout eastern Massachusetts. A seasoned leader and wealth management professional, Mr. Walsh has more than 25 years of experience in financial services.
Prior to joining Eastern Bank in 2012, Mr. Walsh served as a Director and Planning Officer at Weston Financial Group, a wealth management firm in Wellesley. Additionally, from 2001 – 2009, he served as a Senior Vice President, City Executive and Market Leader at Bank of America/US Trust in Boston, where he managed a team of 14 private client advisors and managers dedicated to serving high-net-worth clients.
Mr. Walsh is a Certified Financial Planner™ practitioner and serves as an adjunct professor at Boston University. He earned his Bachelor of Science degree in Business Administration from Salem State College. He also holds a diploma in Financial Planning from Boston University.
Mr. Walsh can be reached at (617) 897-1107 or by email at [email protected].