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Merrill lynch

Barlow Associates

Wealth Management
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FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Barlow Associates brings together a group of highly talented financial professionals focused on the needs of high-net-worth clients. That means that no matter what your wealth challenges, chances are we've encountered similar situations.

At every level, no matter what the need, we strive to deliver outstanding service, with speed and discretion.

We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding what matters most to you. It starts with a conversation, building a foundation that helps us get to know you — along with your family and financial situation — and work together to develop an investment approach designed to help you meet your goals by offering access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As your life needs and market conditions change, we will meet to track progress and make adjustments to your approach, as needed.

Financial professionals who strive to put your interests first

Barlow_tab_2.pngYou deserve a customized, insightful road map for your finances, and we stand ready to help, with substantial experience offering customized advice and guidance to affluent families. Based in Louisville, Kentucky, we help clients to make key decisions on investing, asset management, retirement savings, gifting and wealth transfer, and much more.

Our approach is based on:
  • Solid relationships—Everyone on our team is committed to developing client relationships that will form a solid foundation for the knowledgeable guidance you seek, now and in the years to come.
  • Open communication—To serve you effectively, we encourage open lines of communication so we understand the goals and objectives you have for your life and your assets. We also want family members to feel that they can share any issue that could affect their financial outlook.
  • Dedicated, personalized service—We strive to be available on your schedule, when and where you need us, offering speed, efficiency and clear recommendations tailored for you alone.

Putting our Knowledge to Work for your Family

Barlow_tab3.pngBarlow Associates takes a thorough approach to helping affluent families manage their wealth. We can look at everything-present income, assets and expenses-to help you develop a clear and actionable strategy toward your long-term goals, taking into account your time horizon, financial objectives and liquidity needs.

Our team targets three key areas when helping clients answer the question, "What's next?":

  • Goals—We want to understand how you use your assets today and where you want them to take you tomorrow, as well as any special needs your family may have. Then we can recommend strategies designed to help you pursue your unique vision.
  • Preservation—Most of the people we work with come to us having already gained significant wealth. Our experience allows us to offer flexible preservation strategies while pursuing prudent growth.
  • Risk—We work to help clients understand and prepare for the many, often hidden, risks to their wealth. In addition to market and economic risks, we can offer strategies designed to help minimize the financial impact of taxes, inflation, long-term illness, disability and more. We can also suggest insurance and wealth transfer strategies to help you pass on your assets as you wish.

Wealth Management Strategies Tailored for High-Net-Worth Families

Barlow_tab4.pngOnce your goals are clearly defined, we can guide you in customizing portfolios targeted to specific objectives. You may have business or other equity investments, equity compensation, real estate, intellectual property, trusts, cash and other assets.

Our team can look at your present holdings to help you see which assets we believe are working for or against your long-term financial outlook. We evaluate each investment for its value, risk and utility toward your financial goals.

In developing wealth management strategies for preservation and growth, we consider the latest research on market and economic trends as well as an analysis of the types of investments that are appropriate for your objectives and tolerance for risk.

Discretionary Portfolio Management
Barry Barlow is a specially qualified Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill advisors.

A Team Committed to Helping the Community

Barry Barlow on community service...

"I am proud to head up a team of individuals that bring as much passion to their community interests as they do to their work. In our free time, we enjoy volunteering, helping the less fortunate, mentoring youth, championing civic projects and serving on nonprofit boards.

"The families we work with are just as oriented toward community work and philanthropy. Their interest goes beyond writing checks to investing their most precious resource—time—in organizations, projects and initiatives that define civic pride. From the sustenance that comes in a hot meal, to programs that help students excel, to support systems that serve our most vulnerable neighbors, we join with them in seeking new dimensions in service.

"At Barlow Associates, we're proud to work with families who use their talent, enthusiasm and resources to make Louisville such a great place to live, work and learn."

Barry Barlow is a Merrill Lynch Wealth Management Senior Financial Advisor
and Managing Director


Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Barry O. Barlow

Barron's "America's Top 1,000 Financial Advisors: State-by-State" 2009-2013
Published annually in February. Rankings based on data as of September 30 of the prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.


    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.