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.

Professional Experience
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.

Education/Service
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].