Laura Barry Email & Phone Number
Managing Director, Wealth Management and Planning @ Wealthspire Advisors
Laura Barry's Location
Milwaukee, WI, US
Laura Barry's Work
- Managing Director, Wealth Management and Planning @ Wealthspire Advisors
- Treasurer, Board Of Directors @ Northcott Neighborhood House
- Principal and Director @ Bronfman E.L. Rothschild
- Director @ Bronfman E.L. Rothschild
- Board of Directors; Loan, Finance and Education Committees @ Wisconsin United Methodist
- Money Sense Classroom Instructor; Money Coach @ SecureFutures (Teen Financial Literacy Education, Tools, and Mentoring)
- Wealth Management Advisor @ Baker Tilly US
- Advisor Channel Sales @ Heartland Advisors, Inc.
- Financial Analyst, Risk Manager @ Allstate
Laura Barry's Education
- College for Financial Planning
Personal Financial Planning
1994 - 1996 - Illinois State University
BS (Finance, Business Administration)
1982 - 1985 - Financial Transitionist Institute
Certified Financial Transitionist CeFT
2020 - 2021
- Morton High School1980 - 1983
Laura Barry's Skills
- Wealth Management
- Strategic Financial Planning
- Retirement
- Finance
- Financial Advisory
- Financial Planning
- Investment Management
- Mutual Funds
- Estate Planning
- Leadership
Laura Barry's Summary
Laura Barry, based in Milwaukee, WI, US, is currently a Managing Director, Wealth Management and Planning at Wealthspire Advisors, bringing experience from previous roles at Northcott Neighborhood House, Bronfman Rothschild and Wisconsin United Methodist Foundation. Laura Barry holds a 1994 - 1996 Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Retirement, Finance, Financial Advisory and more, Laura Barry contributes valuable insights to the industry. Laura Barry has 4 emails and 1 mobile phone number on RocketReach.
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