Bergman, Morales, Parker & Walsh 

Financial Advisors

Coastal Wealth, a member of the MassMutual Financial Group

Thomas E. Walsh, LUTCF

Thomas E. Walsh, LUTCF

Financial Services Representative

Phone: (561) 207-2306
E-mail:
 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

  • Licensed to sell life and health insurance in FL, NC and TX
  • Registered to offer mutual funds in FL
  • 3 Time Leaders Conference Qualifier: 1998, 1999, and 2000 
  • Member of Million Dollar Round Table: 1998, 1999, and 2000
  • Member of the National and Palm Beach Association of Insurance & Financial Advisors
  • Member of the Life Underwriters Training Council Fellowship

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • 401 (k) Rollovers
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

PERSONAL

  • 26 year resident of Palm Beach County
  • Family: 3 Daughters, Niamh, Aoife & Orla
  • Hobbies: Reading, Walking & Music

ORGANIZATIONS

  • Member of St. Judes Parish, Tequesta, FL
  • Past Grand Knight of Knights of Columbus
  • Board Member Hogar Maria Foundation
  • Member of Clewiston, Okeechobee Chamber of Commerce
  • NAIFA

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.  Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Thomas Walsh is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc. Member SIPC.   

Contact Information:

Coastal Wealth

250 S. Australian Ave. Suite 1200
West Palm Beach, FL 33401

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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