W. Thomas Walsh III is a Vice President and Wealth Manager with Spire Investment Partners, LLC in McLean , VA. Tom is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) and specializes in Comprehensive Financial Planning including risk management and insurance, investment planning, taxes, retirement planning and estate planning. He received his bachelor’s degree in accounting from University of Maryland and his masters degree in Financial Planning from The College for Financial Planning. Tom is a member of the Financial Planning Association.
Tom currently has the following licenses: Series 7: NASD General Securities Representative, Series 63: NASAA Uniform Securities State Law Examination, Series 65: NASAA Uniform Investment Advisor Law Examination, Life and Health Insurance License.
Tom has done numerous seminars on financial planning topics including education planning and retirement planning and, over the course of his career, has helped many clients.
Before joining Spire Investment Partners, Tom was a Senior Vice President with Primerica Financial Services, a Citigroup subsidiary, where his duties included planning for clients as well as agent licensing and training. Prior to Primerica he was a co-owner of Morris-Walsh Co, a sporting goods distributorship, and a staff accountant with Colley, Trumbower and Howell CPAs, and Peat, Marwick and Mitchell and Co. CPAs (now KPMG).
A lifetime golfer, Tom was captain of his high school team for 2 years and won the Maryland Junior Golf Championship as a sophomore. He received the Reverend Thomas J. Matthews Award for sportsmanship from the Junior Golfers of Washington for his years in the program. At the University of Maryland , he was on the Atlantic Coast Conference Honor Roll for being an honor student while participating in a varsity sport.
Tom has served as Chairman of the International Pee Wee Golf Tournament in Orlando , Florida and as Chairman of the Centreville High School Charity Golf Classic for 3 years.
Tom lives in Sterling, VA with his wife Sharon and has a daughter Shannon.