Allie Walsh

Director of Client Service

Allie is dedicated to delivering a seamless and exceptional client experience at Three Bridges Wealth Management. As Director of Client Service, she oversees the day-to-day client service operations, ensuring every interaction, transaction and detail is handled with accuracy, care and efficiency. She is passionate about building a high-performing service team and serving as a reliable resource for both clients and advisors, helping create a consistent and thoughtful experience from start to finish.

Before entering the finance industry, Allie honed her organizational and people skills as a healthcare recruiter. She holds a bachelor’s degree in communications with a minor in human resource development from James Madison University.

Originally from the Philadelphia area, Allie now calls Alpharetta, Georgia, home. She is very close with her family and loves visiting her parents in South Carolina. At home, Allie shares her space with her two cats, Gemma and George. She can often be found running, enjoying the outdoors and spending quality time with family and friends.

Does Three Bridges Feel Like Home?

Discover how our personal approach and experienced guidance can help you create a retirement strategy that’s right for you.