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This profile was last updated on 3/30/14  and contains information from public web pages and contributions from the ZoomInfo community.

Managing Director

Phone: (561) ***-****  HQ Phone
Email: j***@***.com
Reserve Wealth Management LLC
3837 NW Boca Raton Blvd
Boca Raton, Florida 33431
United States


Employment History

Board Memberships and Affiliations


  • College for Financial Planning
  • Burdett College
120 Total References
Web References
Fiona Donnellan met with managing ..., 15 Oct 2013 [cached]
Fiona Donnellan met with managing director Jim Barry to learn more
Barry Group managing director Jim Barry and Holly Barry showcase a selection of products available as part of the group's new chilled distribution solution
Barry Group managing director Jim Barry and Holly Barry showcase a selection of products available as part of the group's new chilled distribution solution
"It's our second effort at chilled," says managing director Jim Barry. "Going back about eight years ago, we attempted to put a chilled distribution system in place and, on that occasion, we built a warehouse and we had all the trucks bought. Two suppliers at the last minute wouldn't co-operate with us so we had to park the project. So it's really our second time trying chilled. Barry says that the distribution and warehouse are being taken care of by a third-party provider. "We have a very high-quality, international standard, third-party provider that's providing the warehouse and the transport for us. We have had a team of 12 people working on this project for 18 months."
Despite the failure of the first attempt at chilled distribution, Barry is adamant that this is the way forward for the group. "The market has changed a lot in the last few years and other people have introduced central distribution since so now it's become more of a standard practice in the industry. Even though it's still a huge project; it's definitely the right thing to do, which is what we felt eight years ago."
: Jim Barry's Barry Group operates the Costcutter, Quik Pick, Buy Lo and Carry Out symbol brands
: Jim Barry's Barry Group operates the Costcutter, Quik Pick, Buy Lo and Carry Out symbol brands
Barry believes that these factors are making the central billing system almost obsolete. "From a retailer's perspective, it's getting harder and harder to get a credible range of products through the central billing model because more and more suppliers are finding it hard to make money through their van sales. I think it's come to a stage where central billing is almost a thing of the past and the next thing is central distribution."
The failure of the group's first attempt at chilled distribution may have been a blessing in disguise. In the intervening years, the group has developed its brand and concentrated on its business. "We've a much larger business than eight years ago," says Barry. "We now have more volume which will ultimately make the project more likely to be a financial success. Also the central billing service for retailers has gone backwards. For independent retailers, and for our customers to compete, they need to have an extensive range of products so what we're doing now will hopefully make it easier for them to compete in the marketplace with both a better price and a broader range of products."
Barry believes that the group has learned from its experiences and says he's not afraid to try it again.
However, Barry believes it has been able to watch its competitors roll out chilled distribution projects and pick up on mistakes that have been made.
Barry says that ensuring a good range of products is available will be essential in making sure retailers get behind the new solution. "I'm convinced that this is the right way forward and our customers are really buying into that mindset. The vast majority of Costcutter retailers fully understand where the market needs to go."
Simple solutions
Barry is particularly proud of the project's IT system.
Barry says that retailers have reacted very well to the updated IT system.
Barry is confident the addition of chilled distribution will attract new stores to the Costcutter brand.
Jim Barry believes that the success of chilled distribution will only enhance future offerings.
About Jim ..., 18 Aug 2010 [cached]
About Jim Barry Barry Financial Barry Financial
About Jim Barry Barry Financial How it Works Barry Financial What You Get
About Jim Barry
Barry Financial Group takes pride in the tradition of wealth management it has developed for over thirty-five years. This tradition has its roots in the second oldest money management firm in the United States - the Putnam Group. After graduating from Burdett College, James A. Barry, Jr., began his career with the Putnam Group in Boston, Massachusetts. While at Putnam he learned valuable lessons in all facets of investing and money management - asset allocation, risk management, portfolio optimization, market trends, *tax and estate planning, business succession, asset protection and retirement planning. In a short amount of time, James A. Barry, Jr. rose to the position of Senior Vice President of the Putnam Group. Then, in 1974, he graduated with the second class of the College for Financial Planning, earning the designation as a CERTIFIED FINANCIAL PLANNER™ professional.
In 1975, James A. Barry, Jr., CFP®, decided his talents would be put to better use if he started his own investment and wealth management firm. Later that year he formed Barry Financial Group, Inc. Barry Financial Group is one of south Florida's oldest independent wealth management firms. Over time, several affiliates of Barry Financial Group have been formed. Rosebud Productions, Inc. was created to handle the production of the firm's weekly program, Talk About Money®and previously televised Jim Barry's Financial Success.
In 2004, James A. Barry, Jr., CFP®, decided to drop Jim Barry's Financial Success to focus his attention on Talk About Money.
JAMES ... [cached]
James Barry Internationally Recognized Financial Author and Lecturer
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.
James Barr | Managing ..., 4 Feb 2014 [cached]
James Barr | Managing Director, CRPCSM
James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, Jim is a Chartered Retirement Planning CounselorSM. Among his accomplishments, Jim is a past Advisory Board Member of Florida Atlantic University, former Adjunct Professor of Management at Broward College, former President, CFO and Executive of several large national companies. Jim has performed volunteer work for Family Promise, a homeless charity, United Way, and Jewish Family Services. Jim has earned numerous awards for his financial planning and charitable work. Jim currently sits on the Board of Directors of SouthTech Academy, a charter high school. Jim earned financial planning certificates from the College for Financial Planning, Kaplan University, along with a BS in Accounting from Fairleigh Dickinson University and graduate work in Finance and Investments at Baruch Graduate School. Jim specializes in retirement planning, wealth management, estate planning, tax reduction strategies and asset protection. Jim is registered to do business in Florida, New York, Georgia, Colorado and California.
LPL Financial
LPL Financial is the largest independent broker/dealer* in America. LPL Financial assists Jim in providing a unique and diversified client service experience, allowing Jim the ability to design and provide customized financial strategies to his clients.
Retirement Advisors, Inc., 24 Nov 2013 [cached]
For over five years Chris received specialized training from, and was personally mentored by James A. Barry,CFP®.
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.
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