Matthew Barr Email & Phone Number
Senior Wealth Strategist - Insurance @ Mercer Advisors
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Matthew Barr Location
- Mill Valley, CA, US
Matthew Barr Work
- Senior Wealth Strategist - Insurance @ (May 2026 - Present)
- Vice President @ (July 2016 - June 2026)
- Vice President Sales @ (September 2015 - June 2016)
- Regional Life Specialist and External Wholesaler @ (September 2008 - August 2015)
- Field Sales Manager and External Wholesaler @ (August 2006 - August 2008)
- External Wholesaler @ Producer's Choice MGA (August 2005 - August 2006)
- Financial Consultant @ Stone and Youngberg (January 2002 - February 2005)
Matthew Barr Education
- Randolph-Macon College
BA (International Economics)
1991-1995
Matthew Barr Skills
- Mutual Funds
- Fixed Annuities
- Life Insurance
- Financial Services
- Wealth Management
- Insurance
- Asset Management
- Retirement
- Financial Planning
- Portfolio Management
- Financial Advisory
- Wealth
- Strategy
- Strategic Financial Planning
- Sales Management
- Salesforce.com
- Fixed Income
- Marketing Strategy
- Strategic Financial
Matthew Barr Summary
- Matthew Barr, based in Mill Valley, CA, US, is currently a Senior Wealth Strategist - Insurance at Mercer Advisors. Matthew Barr brings experience from previous roles at Highland Capital Brokerage, Trumark Wholesale Insurance Services, Inc., Lincoln Financial Distributors and State Farm Insurance. Matthew Barr holds a 1991 - 1995 BA in International Economics @ Randolph-Macon College. With a robust skill set that includes Mutual Funds, Fixed Annuities, Life Insurance, Financial Services, Wealth Management and more. Matthew Barr has 4 emails and 2 mobile phone numbers on RocketReach.
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