Suzanne Stacy McKelvey

Having grown up with a mother who was a corporate accountant, I was determined to avoid a career in finance.

I studied journalism and photojournalism but, apparently, life had other plans. I began my financial career at a public accounting firm where I was asked to “help out” with the firm’s budding financial advisory business. It was in this role that I quickly found an aptitude for absorbing financial planning knowledge and realized, despite my protestations to the contrary, finance was the world I was meant to be in. My passion, as I discovered, is for helping others organize, plan, and monitor their financial lives. After witnessing first-hand the “butterfly effect” a lack of planning can have on a person’s life (as well as the lives of those closest to them), I realized my calling was to help guide, encourage, and ensure the people I have the privilege of working with do not find themselves under-prepared. Regardless of what life throws at them. I am a Certified Investment Management Analyst® (CIMA®) professional. The CIMA® certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge. I welcome any questions you may have about my professional certification, CIMA®. If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute® www.investmentandwealth.org or for investor resources, www.investmenthelp.org. The ChFC® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the most important areas of financial planning. You can learn more about how partnering with a ChFC® advisor will offer incredible opportunities to develop an expert financial planning strategy at https://insights.theamericancollege.edu/why-chfc/why-you-need-a-chfc. Securities offered through LPL Financial, Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.