Professional Staff

James A. Barry, Jr. CFP®
Family Wealth Manager
Chairman of the Board

James A. Barry, Jr., CFP® Family Wealth Manager; author, lecturer, and veteran radio and television personality, whose career spans more than three decades.

Since founding the company in 1975, Jim has served as Chairman of the Board of Barry Financial Group, Inc.

Jim is a graduate of Burdett College and the College for Financial Planning in Denver, Colorado. He is a past Senior Advisor for the CFP® curriculum and a past Foundation Member of Florida Atlantic University. He founded the Gold Coast Chapter IAFP that is now the Financial Planning Association (FPA). In addition to his Certification as a CERTIFIED FINANCIAL PLANNER™ professional, Jim also holds a NASD General Securities Representative License, a NASD General Securities Principal License and a Health and Variable Annuity License for Florida and other states.

Jim's many accolades include membership in several prestigious organizations, such as the Million Dollar Round Table, the Court of the Table and the Top of the Table, some of the insurance industry's highest honors. He is also a member of the National Association of Life Underwriters and past member on the Advisory Board of the American Heart Association of the Metro Ft. Lauderdale division and the Greater Boca Raton Estate Planning Council. Jim is also active in the community. He served as Chairman of the Capital Campaign for WXEL Public Broadcasting TV and served as a member of the Board of Directors of the Highland Beach Library Foundation.

Since the early 1980's, Jim Barry's message, whether in print or over the airwaves, has been inspiring audiences to take charge of their finances. He has been quoted in numerous publications such as USA Today, The Miami Herald, The New York Times, U.S. News and World Report, Fortune, Barrons and Money Magazine. His reputation has also earned him guest appearances on TV programs such as the Newsmakers, the Oprah Winfrey Show, CNBC and Late Nite America with Dennis Wholey.

PROFESSIONAL CLIENT SERVICES

Brad Bailey
NASD Licensed Principal of Barry Financial Group

Brad’s primary responsibilities include reviewing and monitoring all securities related procedures, communications, and materials in order to maintain continuing adherence to all NASD (National Association of Securities Dealers, Inc.) and SEC (Securities and Exchange Commission) compliance guidelines and regulations. In addition to being a graduate from Florida Atlantic University with a B.A. in Criminal Justice, Brad holds the NASD Series 6, 7, 24, 28, and 66 licenses.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which awards to individuals who successfully complete initial and ongoing certification requirements.