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This profile was last updated on 8/25/14  and contains information from public web pages and contributions from the ZoomInfo community.

Team Member At Nationwide Sales A...

Local Address: Lewis Center, Ohio, United States
Nationwide Insurance Company
One Plaza
Columbus , Ohio 43215
United States

Company Description: Nationwide Mutual Insurance Company, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • College for Financial Planning
  • Burdett College
81 Total References
Web References
Retirement Advisors, Inc.
www.myretirementadvisors.com, 24 Nov 2013 [cached]
For over five years Chris received specialized training from, and was personally mentored by James A. Barry,CFP®.
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Mr. Barry founded Barry Financial in 1975 in Boca Raton, Florida and is a nationally recognized expert in the Affluent Financial Planning Industry. As a Wealth Manager of the Fort Myers, Naples, and Sarasota Florida regional offices of Barry Financial, Chris implemented comprehensive Financial and Estate Plans for high net worth clients, conducted Financial Seminars, and appeared as guest speaker fourteen times on Jim Barry's live TV Shows Talk About Money on FOX and Financial Freedom on PBS.
JAMES ...
m.premierespeakers.com, 2 Feb 2014 [cached]
JAMES BARRY
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James Barry Internationally Recognized Financial Author and Lecturer
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James A. Barry, Jr., CFP, is an internationally recognized author, lecturer, and veteran radio and television personality, whose career spans more than three decades. Since founding the company in 1975, Jim has served as Chairman of the Board of the Barry Financial Group, Inc.
Jim is a graduate of Burdett College and the College for Financial Planning in Denver, Colorado. He is a past Senior Advisor for the CFP curriculum and a past Foundation Member of Florida Atlantic University. He is also a member of the newly founded Financial Planning Association (FPA), which is the name for the recently merged Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP). Jim is a Registered Representative with the NASD. Jim's many accolades include membership in several prestigious organizations, such as the Million Dollar Round Table, the Court of the Table and the Top of the Table, some of the insurance industry's highest honors. He is also a member of the National Association of Life Underwriters, the Advisory Board of the American Heart Association and the Greater Boca Raton Estate Planning Council.
Since the early 1980's, Jim Barry's message, whether in print or over the airwaves, has been inspiring audiences to take charge of their finances. He has been quoted in publications such as USA Today, The Miami Herald, The New York Times, U.S. News and World Report, Fortune, Barrons and Money Magazine, to mention a few.
Past senior advisor for Certified Financial Planning curriculum
www.talkmoney.com, 29 May 2008 [cached]
James A. Barry, Jr. CFP®Family Wealth Manager Chairman of the Board
James A. Barry, Jr., CFP® Family Wealth Manager; author, lecturer, and veteran radio and television personality, whose career spans more than three decades.
Since founding the company in 1975, Jim has served as Chairman of the Board of Barry Financial Group, Inc.
Jim is a graduate of Burdett College and the College for Financial Planning in Denver, Colorado.He is a past Senior Advisor for the CFP® curriculum and a past Foundation Member of Florida Atlantic University.He founded the Gold Coast Chapter IAFP that is now the Financial Planning Association (FPA).In addition to his Certification as a CERTIFIED FINANCIAL PLANNERÔ professional, Jim also holds a NASD General Securities Representative License, a NASD General Securities Principal License and a Health and Variable Annuity License for Florida and other states.
Jim's many accolades include membership in several prestigious organizations, such as the Million Dollar Round Table, the Court of the Table and the Top of the Table, some of the insurance industry's highest honors.He is also a member of the National Association of Life Underwriters and past member on the Advisory Board of the American Heart Association of the Metro Ft. Lauderdale division and the Greater Boca Raton Estate Planning Council.Jim is also active in the community.He served as Chairman of the Capital Campaign for WXEL Public Broadcasting TV and served as a member of the Board of Directors of the Highland Beach Library Foundation.
Since the early 1980's, Jim Barry's message, whether in print or over the airwaves, has been inspiring audiences to take charge of their finances.He has been quoted in numerous publications such as USA Today, The Miami Herald, The New York Times, U.S. News and World Report, Fortune, Barrons and Money Magazine.
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Midge joined the firm in 1983 and serves as Executive Assistant to James A. Barry, Jr., CFP®, Chairman of Barry Financial Group, Inc.Her many duties include preparation of Mr. Barry's direct communications, maintaining his schedule and serving as liaison to organizational and media requests.As Vice President of Client Relations she works closely with the Director of Client Services to ensure that the administrative needs of the Inner Circle Club clients are being met in an expedient and satisfactory fashion.Midge brings a great deal of related experience to her positions having formerly owned and operated two businesses along with her husband.
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Securities offered through Securities America, Inc., Member FINRA/SIPC, James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Registered Representatives.
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James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Investment Advisor Representatives.
BocaNews.com
www.bocanews.com [cached]
On one of his Web sites, prominent Boca Raton financial planner and TV host James A. Barry Jr. says he is chairman of the capital campaign committee for Boynton Beach-based television station WXEL.
Headlines/Breaking News from South Florida Business Journal - bizjournals.com
milwaukee.bizjournals.com, 8 July 2005 [cached]
James A. Barry Jr., a certified financial planner in Boca Raton and the chairman of the WXEL-TV42 and 90.7 FM capital campaign, has donated $250,000 toward the $7 million cost of transforming the stations from analog broadcasting to digital, station officials announced in a release.
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