Meet the Investment Team Ben Walsh
Wealth Advisor
Ben Walsh is a wealth advisor serving members in the Glendale, Goodyear and Phoenix areas. He joined Mountain America Investment Services in May 2026 and is focused on educating clients and developing comprehensive investment and retirement plans. He also provides guidance on 401(k) strategies, IRA rollovers and broader financial planning needs.
Before joining Mountain America Investment Services, Ben worked as an investment associate at KeyBank, where he supported two of the bank’s top 10 advisors. His responsibilities included managing advisor-client relationships—from account opening and financial plan development to trade execution and ongoing service. He also played a key role in business development efforts.
Ben earned a Bachelor of Arts in political science from the University at Buffalo. He holds Series 7 and Series 66 securities licenses through LPL Financial as well as a life insurance producer license. He brings a client-first approach, strong analytical skills and a passion for helping clients achieve greater financial clarity and long-term success.
Outside of work, Ben enjoys hiking, staying active at the gym and following sports. He is also a die-hard Buffalo Bills fan.
Branches served
Glendale: Northern AvenueCONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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