Steve Walsh

Wealth Manager
Steve serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Steve brings to his clients more than 25 years of experience in the financial services industry. He has spent his entire career working with high net worth clients and has developed an in-depth knowledge of comprehensive wealth management issues. Steve received his Bachelor of Science degree in Finance from Indiana University. Steve and his wife Kelly are outdoor enthusiasts and take full advantage of living in the Florida Panhandle by walking on the beach, boating, and golfing. They have two daughters, Danielle and Caitlin, and love walking their golden retriever Waverly.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021