Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Barry Mendelsohn focuses on developing strategies for high-net worth individuals, their families and their businesses to help them meet their short-and-long term financial goals. His objective is to seek to develop financial goals and customized investment strategies that are unique to each and every client in concert with a client's defined objectives.
Barry's approach to wealth management is consultative, objective and committed to excellence. First he takes the time to listen and review client financial situations, preferences and goals. Second, he offers recommendations specifically designed to seek to achieve each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including, but not limited to investments, retirement, estate planning services and philanthropy. He also works with the client and their other advisors such as their Attorney and/or CPA at the request of the client to help accomplish the client's goals.
Barry is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He also holds the FINRA Series 7, 63, & 65 registrations as well as his Life/Health, Annuity and Long Term Care Insurance licenses.
Barry has been employed in the financial services industry with Merrill Lynch since January 2,1985. He received his Bachelor of Science Degree in Chemistry from The City College of New York in January 1972 and attended graduate school at St. John's University, Adelphi University and Fairleigh Dickinson University.
City College of New York
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.