Jim Barry is a Managing Director, Wealth Management Advisor in the Princeton, New Jersey office. Jim joined Merrill Lynch Wealth Management in July 2000 after spending more than a decade in Corporate Finance, Strategic Planning and Business Development at Merck & Co., Inc. Jim earned his BS in Marketing and MIS from Boston University in 1982 and his MBA in Finance and Entrepreneurship from Rice University in 1984.

Forbes named Jim "Best-In-State Wealth Advisors" for 2019, 2020, 2021 2022and 2023* (published annually Jan - April. Rankings based on data as of June 30 of prior year.) Barron's Magazine has named Jim to its list as one of the Top Financial Advisors in 2009, 2011, 2013, 2014, 2015, 2017 and 2018** (published annually in Feb-March. Rankings based on data as of September 30 of prior year.) He was also recognized by Financial Times in their nationwide list of top 400 advisors in 2017*** (published on March 30, 2017. Rankings based on data as of June 30, 2016.) 

Jim assists clients in developing and implementing long-term financial strategies, with a focus on concentrated stock positions, retirement needs, and estate planning issues. His responsibilities also include managing the investment selection process for the Barry Team and its clients.

Jim lives in New Hope, PA with Subha, his wife of 31 years. They have two children, Dr. Tara Barry and Jay Barry and 3 Yorkshire Terriers, Willy, Lucy and Sophie. He enjoys golf, sports (especially the NY Yankees) and traveling with his family.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
 
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

**Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in Feb-March. Rankings based on data as of September 30 of prior year.  
 
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

***Source: Financial Times “400 Top Financial Advisers” list, published on March 30, 2017. Rankings based on data as of June 30, 2016.

The Financial Times “400 Top Financial Advisers” (FT 400) is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

Robert Robles, CIMA® CRPC™ is a Wealth Management Advisor and partner in Barry, Robles, & Associates in Frisco, TX.  My team oversees and coordinates the financial affairs for a select group of families across the United States, and expatriates abroad.

We service hard-working professionals and families seeking quality advice, objective guidance, multi-dimensional management, and proactive service.  Most clients are:
1. banded company executives and their benefits plans - 401(K), stock options, restricted stock, pensions, employee-stock purchase plans, 529 College Savings Plans
2. small businesses in service and product sales
3. medical practices in surgery, radiology, psychiatry, and veterinary arenas

Rob & his team deliver thorough financial strategies and execution based on your multifaceted needs and goals.  We help with everything from simple banking and mortgages through Bank of America, to retirement income planning and saving for college, to more complex strategies like managing concentrated stock positions, social security strategies, healthcare strategies in retirement, tax minimization strategies, and estate planning services.

Our relationship begins with a one-on-one dialogue and interview focused on you and your needs.  With that information, and your total financial picture - at work and home, we design, review, and implement a custom financial strategy based on your unique goals, incorporating personal and company plan assets. Last, we execute, review, update, and address your changing needs over the years on a proactive basis to remain relevant as we Sherpa you toward success.

Our team, processes, and compensation are designed to align with your future well-being.  We operate with this high-level of service and devotion to give you comfort that we always have your interests at heart.  Our goal is to earn your trust over time and build life-long, multi-generational relationships with you and your family.

Our team employs a proprietary portfolio strategy designed to be easy to understand and under your control while allowing us to defend your investment portfolio from down-side risk and losses, while delivering prudent growth to meet your long-term goals.

Experience & Education
Rob joined Merrill Lynch Wealth Management in 2004 and began his career with the Global Research and Economics Group. He has been in practice as a Wealth Management Advisor since 2007.  Robert earned his degree from New York University’s Stern School of Business.

Rob has earned the Chartered Retirement Planning Counselor designation from The College for Financial Planning Institutes Corp.  He has also earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™.

On a Personal Note
Rob lives in McKinney, TX with his wife Melissa, kids Evy & Logan, and Italian Greyhound Kirby. Rob spends his free time with his family, shooting trap & sporting clays, feeding his passion for cars, Tough Mudder Races, home-improvement projects, and travel.

NMLS# - 580077

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Scott Cox is a Senior Financial Advisor in Princeton, NJ, and serves as the Barry Team's business manager.

Scott joined the Barry Team from Merrill’s Retirement Services group in 2008 and has 10 years of experience with Merrill Lynch Wealth Management. Scott brings a focused perspective from his experience servicing 401(k), Pension, and Stock Option plans.

Scott graduated cum laude with an MBA in Finance from Rutgers Business School in New Brunswick. In his personal life, Scott enjoys exercising, traveling, and learning about different cultures. He is an avid NY Giants, Rangers and Yankees fan.