Despite various challenges, Barry has gone on to have a successful career in the financial services industry. Among his many accomplishments, he is most proud of becoming a qualifying member of The Million Dollar Roundtable, a global independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries at 26 years old. Barry credits much of his success to a tenacious work ethic, a deep and personal connection to his clients, a commitment to always act in the best interest of the clients he serves, and a constant desire to get better every day. In 2015, Barry transitioned his practice to Greater New York with the hope of expanding and getting closer to loved ones.
Barry currently runs a fee-based financial planning practice focused on serving the needs of entrepreneurs, professionals with advanced degrees, and high net worth families. Throughout his career, Barry has obtained the Series 6, 63, 66, and 7 licenses, in addition to a life and health insurance license.
A continued desire for professional development and growth has always been a driving force in Barry’s life. Because of this, he recently earned the Wealth Management Certified Professional® designation from the American College of Financial Services. With an average study time of 400+ hours, this curriculum delivered by 25 of the most respected wealth management experts in the U.S. allows Barry to use contemporary investment science to bring a new level of value to the advisor-client relationship. Barry’s current studies have led him to pursue the esteemed Certified Financial Planner® designation of which he hopes to obtain in November of 2020 after completing his studies at the College of Financial Planning.
In January of 2020, Barry decided it was time to partner with his long-time friend and mentor Eszylfie Taylor. Over the years, Barry has grown to admire and appreciate the work Eszylfie and his team have done across the country and wanted to become a part of a team he believes is truly special.
Giving back is something Barry consistently seeks to do. Among the many charitable causes, he supports he most recently served as Co-Chair of CASA-NYC, an organization focused on serving the needs of children in the New York City foster care system. Barry’s mission in life is that he would honor a proverb he recites to himself written by prominent Quaker missionary Etienne de Grellet du Mabillier, “I shall pass this way but once; any good that I can do or any kindness I can show to any human being; let me do it now. Let me not defer nor neglect it, for I shall not pass this way again.”