Bernard Packard II

CFP®
Financial Advisor
First Vice President, Investments
Investment Management Consultant

Since 2000, Barney has been helping investors like you through the process of obtaining financial independence so that they can focus on the most important things in life.

With the insight and industry knowledge that comes with over 25 years in the business, Barney provides his clients the information they need to help them choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, and private wealth management.

Barney is originally from South Bend, and is a graduate of Purdue University, where he earned a B.S in Financial Counseling and Planning. He and his wife Amy met at Purdue and have been married for 23 years and have 3 children together. He gives of his free time as the head Coach of the boys and girls cross country team at Riley High School and as an Eagle Scout to the Executive Board of the local Scout council. Barney enjoys the outdoors and traveling with his wife to new destinations.

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.


Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.