The Barry Group

Merrill Lynch Wealth Management

400 Park Avenue South
Suite 300
Winter Park, FL 32789
(407) 646-6740
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Our team has a passion for helping people achieve their financial goals. We help protect families from the financial blind spots that are inevitable over their lifetime. We’ve developed a comprehensive system to review your entire financial picture and identify surprises you may not be aware of. We built this around what we treasure most – Family. We consider every client an extension of our own. We value honesty, integrity and genuine care and always do what is in the best interest of a client.
The Barry Group
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and what matters most to you. We take the time to ask the hard but smart questions and we listen carefully so we understand you, where your wealth stands today, and where you’d like it to be tomorrow. We work to identify and warn you of financial blind spots before they happen. Our team will design and help you implement a customized wealth management plan to reach your personal financial goals while managing investment risk. Our approach is centered around using wealth to help turn goals into reality.

About Us
Philosophy

We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise and disappear daily. Regulations are amended. We begin with where you are today, where you want to be tomorrow, and what you want to accomplish along the way. We work to identify and warn you of financial blind spots before they happen. Each member on our team takes the time to get to know you and understand what's most important to you. By doing so, we can effectively offer our experience and resources to help you build a financial framework that is rooted in the unique complexities of your life.

Meet Our Team
Kevin Barry,

CFP®

Senior Vice President, Wealth Management Advisor
407.646.6740
Austin Holloway,

CRPC™

Resident Director - Senior Financial Advisor
407.839.2695
Virginia Johansmeyer
Officer, Registered Senior Wealth Management Client Associate
407.646.6718
Rodaisis Varela
Assistant Vice President, Registered Wealth Management Client Associate
407.646.6767
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Barry Washburn
Wealth Management Banking Specialist
Merrill
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Beth Calzon
Structured Credit Executive
Bank of America, N.A.
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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.