Dean Barry, the President and Chief Executive Officer of Dean Barry Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ Practitioner with extensive experience in financial and estate management.
“Proper organization and management of finances frees the individual and family of uncertainty,” says Barry. “By eliminating uncertainty, proper decisions can be made about addressing immediate needs and helping maximize wealth transfer for the future.”
Barry has worked in financial services since 1994. Before starting Dean Barry Wealth Management, he was a Financial Advisor for UBS Financial Services in Cleveland. He previously spent four years with Citibank Private Bank in New York.
Barry is qualified to transact in all facets of the markets. He also holds licenses for selling Life Insurance and Annuities.
Barry is particularly proficient in working directly with clients and their key advisors. In providing quality financial planning, he helps clients to establish and execute long-range goals and to monitor their progress.