Direct: 201.291.5944

With 40 years of experience in the financial services industry, Barry has dedicated his career to helping families and individuals pursue their financial goals. He specializes in comprehensive wealth management and multigenerational family planning strategies, offering tailored guidance to address both short- and long-term needs. Barry is passionate about simplifying complex financial matters to provide meaningful and strategic advice, and he takes pride in working with clients across multiple generations.

Barry’s interest in financial services began at a young age, inspired by his mother, Helen, who managed her own investments and encouraged him to pursue a career in the field. After graduating from Pace University, Barry joined David Lerner Associates, where he spent 33 years before joining Raymond James in 2016. Throughout his career, he has worked with business owners, families, pre-retirees, and retirees, helping them navigate life’s financial complexities with confidence.

Originally from New York City, Barry grew up in the Bronx and Queens before settling in Wayne, New Jersey, with his wife, Sheryl, whom he met through a client. They have two sons, Jeffrey and Michael, and are proud grandparents to their first grandchild, Hailey. Outside of work, Barry enjoys staying informed on current events, exploring photography, and tinkering with the latest gadgets, but his greatest joy comes from spending time with his family.

At the heart of Barry’s practice is a commitment to you, the client. His focus is on building trust and maintaining long-term relationships by providing clear, personalized solutions designed to help you achieve your financial aspirations.