Steve Walsh

Steve Walsh currently serves as a Partner and Private Wealth Manager at Creative Planning Inc., where responsibilities include comprehensive wealth management services. This firm has received prestigious accolades, being named the #1 Independent Wealth Management Firm in America by Barron’s in 2017 and recognized by CNBC. Prior to this role, Steve Walsh held various positions in the financial sector, including Vice President at PNC and Sr. Director at Oppenheimer & Co. Inc. Steve Walsh's early career included significant roles at TD Ameritrade and Charles Schwab. Steve Walsh holds a Bachelor of Science degree in Finance and Real Estate from Indiana University Bloomington.