Laura Barry Email & Phone Number
Managing Director, Wealth Management and Planning @ Wealthspire Advisors
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Laura Barry Location
- Milwaukee, WI, US
Laura Barry Work
- Member Board of Directors @ The Conservancy for Healing and Heritage (January 2023 - Present)
- Managing Director, Wealth Management and Planning @ (March 2022 - Present)
- Treasurer, Board Of Directors @ (April 2018 - March 2023)
- Principal and Director @ Bronfman Rothschild (October 2017 - May 2019)
- Director @ Bronfman Rothschild (September 2011 - October 2017)
- Board of Directors; Loan, Finance and Education Committees @ (October 2009 - September 2018)
- Money Sense Classroom Instructor; Money Coach @ (January 2011 - December 2017)
- Wealth Management Advisor @ (January 2004 - January 2011)
- Advisor Channel Sales @ (January 1996 - January 1998)
- Financial Analyst, Risk Manager @ (January 1986 - September 1995)
Laura Barry Education
- Financial Transitionist Institute
Certified Financial Transitionist CeFT
2020-2021 - college for financial planning
(Personal Financial Planning)
1994-1996 - Illinois State University
BS (Finance, Business Administration)
1982-1985 - Morton High School 1980-1983
Laura Barry Skills
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Finance
- Financial Advisory
- Financial Planning
- Investment Management
- Mutual Funds
- Estate Planning
- Investment Strategies
- Wealth
- Credit
- Financial Planners
- Program Management
- Investment Advisory
- Loans
- Leadership
- Public Speaking
- Coaching
- Life Transitions
- Personal Finance
- Distribution Planning
- Series 7
- Financial life transitions
- Personal Development
- Retirement
- Planning
- Financial Services
Laura Barry Summary
- Laura Barry, based in Milwaukee, WI, US, is currently a Managing Director, Wealth Management and Planning at Wealthspire Advisors. Laura Barry brings experience from previous roles at The Conservancy for Healing and Heritage, Northcott Neighborhood House and Bronfman Rothschild. Laura Barry holds a 2020 - 2021 Certified Financial Transitionist CeFT @ Financial Transitionist Institute. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Retirement Planning, Finance, Financial Advisory and more. Laura Barry has 2 emails and 2 mobile phone numbers on RocketReach.
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