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
and Money Magazine
...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
...Securities offered through Securities America, Inc., Member FINRA/SIPC, James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Registered Representatives.
...James A. Barry, Jr., James Michael Barry, Marc Scheiner, and Richard Greenhill, Investment Advisor Representatives.