For Investment Advice & Financial Planning

I was introduced to the art of serving clients at an early age when I began working at my father’s furniture store in Fitchburg, Massachusetts.  My father served as my mentor and taught me that client service is all about the Golden Rule.  We treat clients how they want to be treated.

While studying business at Babson College, I was drawn to the excitement of Wall Street and knew I wanted to pursue a career in the financial industry.  I began my career in 1974 as an Account Executive at Merrill Lynch.  After 25 years at Merrill, I transferred to A.G. Edwards as a Senior Vice President/Branch Manager and in 2007, created the independent advisory firm, Barry Investment Advisors, LLC, with my son, Patrick Barry.  I have continued to follow the Golden Rule throughout my 43-year career and believe this is why our business has achieved so many long-lasting relationships with clients and their families. 

I currently reside in Portsmouth, Rhode Island and Naples, Florida with my wife, Pam and we enjoy spending time with our granddaughter (and grand dog, Chip!) in our free time.  We are avid boaters and also enjoy golfing and biking.  The best piece of financial advice that I’ve received was during my tenure at Merrill Lynch and it is to follow Benjamin Graham’s value investing philosophy.  In short, focus on owning financially sound companies, use market fluctuations to your advantage and seek a margin of safety.

Post-Secondary Education

Babson College / B.S., Business Administration
Chartered Financial Analyst® / 1999

Recent Business Background

Barry Investment Advisors / 2007 - Present
A.G. Edwards / Sr. V.P./Branch Manager, 1999 - 2007
Merrill Lynch / Sr. V.P./Resident Manager, 1974 - 1999

I’ve been working with Joe Barry for just over 25 years.  I started doing trades (and manually reconciling them on paper!), went on to obtain my CFP and served as a Financial Planner and am currently a Financial Advisor for the firm.  My experience at the firm has been nothing short of rewarding. I love working with my clients and knowing their “story,” whether it be about their family history, their interests or their financial picture.  I find it very gratifying when our team can help clients move towards financial freedom.

I grew up in East Freetown, MA and still reside in Southeastern Massachusetts with my husband, my two sons and last, but not least, our beloved dog, Lilly.  I am an avid New England Patriots fan and can be found at most of their home games. I also enjoy cross-fit, spinning, golf and traveling – specifically to Aruba. The best piece of financial advice I’ve received is to “buy a company on sale and then be patient.”

Post-Secondary Education

University of Massachusetts Dartmouth / B.S., Finance
CERTIFIED FINANCIAL PLANNER™

Recent Business Background

Barry Investment Advisors / President, 2020 - Present
Barry Investment Advisors / V.P. Financial Advisor, 2014 - 2020
Barry Investment Advisors / V.P. Financial Planning, 2007 - 2014
A.G. Edwards / Sr. Financial Associate, 1999 - 2007
Merrill Lynch / Sr. Financial Associate, 1992 - 1999

I am originally from Reading, Massachusetts and grew up with a father who was a CPA, so I was introduced to the world of finance at a young age. After receiving my Bachelor of Science degree in Finance at Villanova University, I began my career as a Mutual Fund Accountant at Pioneer Investments and then went to work for Calibre Advisory Services as an associate of financial and estate planning. After being introduced to the client service industry at Calibre, I knew that I wanted to continue my career working with clients, so in 2010, I joined the Barry team as a Client Service Manager. I then obtained a Master of Science degree in Financial Planning from Bentley University and became a licensed Certified Financial Planner in 2013.

I’ve worked with many clients over the course of my nearly 10 years at Barry Investment Advisors and there is nothing that makes me happier than knowing that, as their financial planner, I was able to help them achieve their financial goals. When not at work, I enjoy traveling and spending time outdoors with my husband and our son, Brayden. The best piece of financial advice that I’ve received is to start contributing to a Roth IRA and/or a 401(k) as soon as possible.

Post-Secondary Education

Villanova University / B.S., Finance
Bentley University / M.S., Financial Planning
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst^®

Recent Business Background

Barry Investment Advisors / 2014 - Present
Barry Investment Advisors / Client Service Manager, 2010 - 2014
Calibre Advisory Services, Inc. / Associate, Financial & Estate Planning, 2004 - 2009
Pioneer Investments / Mutual Fund Accountant, 2002 - 2004

I am originally from Wisconsin (Go Packers!) and moved to New England in 2001. After receiving my Masters in Accounting from Trinity University in San Antonio, TX, I joined Arthur Andersen as a staff auditor. I spent 8 years in public accounting and then moved on to do SEC Reporting for KVH Industries, Inc. and then for LIN Media, LLC in Providence, RI.

I was offered the position of Director of Operations for Barry Investment Advisors in 2013 and welcomed the opportunity to learn a new role in a new industry. I really enjoy working with a team who has such passion not only for their jobs, but also for our clients. They truly go above and beyond every day. As the Director of Operations for the firm, I oversee day-to-day trade activity and the processes which make our business tick.

When not working, I enjoy traveling to see family and going to the beach with my two kids and my husband. My favorite piece of financial advice I’ve received? “Start contributing to your 401K immediately and never carry a balance on your credit card…”

Post-Secondary Education

Trinity University / B.S., Business Administration
Trinity University / M.S., Accounting

Recent Business Background

Barry Investment Advisors / 2015 - Present
LIN Media, LLC / Director of SEC Reporting, 2013 - 2015
KVH Industries, Inc. / Manager of SEC Reporting, 2008 - 2013
Ernst and Young, LLP / Assurance Manager, 2002 - 2008

I grew up in South Dartmouth, Massachusetts and currently reside just up the road in Fairhaven, Massachusetts with my husband, our son, and our rescue dog, Maya. I attended the University of Massachusetts Dartmouth and received a Bachelor of Science degree in Finance with the goal of working for a financial services firm in a planning role.

I began my career as an Administrative Assistant at Northeast Planning Associates in Fairhaven and soon after, became a Paraplanner and finally, the Practice Manager for the firm. I began working for Barry Investment Advisors as a Paraplanner in January of 2018 and have since obtained my Certified Financial Planning (CFP™) license in March 2021. I love meeting new people and look forward to building long-lasting relationships with our clients and their families as well as assisting them to achieve their financial goals.

When not at work, my husband and I enjoy walking with our son,  hiking with our dog and doing various renovation projects on our new house. The best piece of financial advice I have ever received? Building your financial picture is much like building a home; you must start with a solid foundation. Additionally, always pay yourself first.

Post-Secondary Education

University of Massachusetts Dartmouth / B.S., Finance
CERTIFIED FINANCIAL PLANNER™

Recent Business Background

Barry Investment Advisors / 2018 - Present
Northeast Planning Associates / Practice Manager, 2016 - 2018
Northeast Planning Associates / Paraplanner, 2014 - 2016
Northeast Planning Associates / Administrative Assistant, 2010 - 2014