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This profile was last updated on 11/4/14  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

Company Description: Reserve Wealth Management, LLC was founded with the goal of assisting its clients in every aspect of their financial lives. We provide the highest level of personal...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • College for Financial Planning
  • Burdett College
58 Total References
Web References
Jim Barry, managing director ...
www.shelflife.ie, 26 Aug 2014 [cached]
Jim Barry, managing director of the Barry Group presented the winners at the event, which took place at The Heritage Hotel, Kilenard, Co. Laois
About Jim ...
www.talkmoney.com, 18 Aug 2010 [cached]
About Jim Barry Barry Financial Barry Financial
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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.
MOTIVATIONAL SPEAKERS / ...
premierespeakers.com, 9 July 2013 [cached]
MOTIVATIONAL SPEAKERS / JAMES BARRY CONNECT:
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... READ MORE
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James Barry
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James Barry
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Just a short note to let you know what a pleasure it has been to work with Jim Barry over the years; it has truly been a privilege and an honor. As I have told many of our mutual clients, in addition to being a walking encyclopedia of financial planning, Jim has the unique ability to understand the interplay between the various disciplines of financial planning, and to recommend and implement the appropriate plan. I am sure your clients know that they are the bendefactors of this ability. Jim puts it together like no one else.
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JAMES BARRY BLOG
Reserve Wealth Management, LLC -
www.reservewealthmanagement.com, 7 Aug 2014 [cached]
James Barr | Managing Director, CRPCSM
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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.
| Reserve Wealth Management, LLC
www.reservewealthmanagement.com, 10 Feb 2012 [cached]
James Barr, CRPC Managing Director
Wealth Management
Retirement Planning
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