Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My focus is on developing strategies for high-net worth individuals, their families and their businesses to help them meet their short- and long term financial goals. My 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. Barry 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 Lynch 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
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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.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.