For more than 33 years Barry has been a financial advisor assisting individuals, families, and business owners. Prior to his 30-year tenure with Waddell & Reed, Barry attended California State University, Fullerton as a music performance major and enjoyed 15 years with Walt Disney Productions as a professional musician. He believes his success and longevity as a financial advisor can be attributed to his ability to listen and genuinely care about his clients’ needs. Barry is committed to using a comprehensive financial planning approach by helping the client define their financial goals, develop approaches, implement strategies, and monitor their financial progress.
Waddell & Reed is not affiliated with any other entities referenced. (07/20)