Barry Mendelsohn focuses on developing strategies for high-net worth individuals, their families and their businesses to help them meet their short-and-long term financial goals. His objective is to seek to develop financial goals and customized investment strategies that are unique to each and every client in concert with a client's defined objectives.

Barry's approach to wealth management is consultative, objective and committed to excellence. First he takes the time to listen and review client financial situations, preferences and goals. Second, he offers recommendations specifically designed to seek to achieve each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including, but not limited to investments, retirement, estate planning services and philanthropy. He also works with the client and their other advisors such as their Attorney and/or CPA at the request of the client to help accomplish the client's goals.

Barry is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He also holds the FINRA Series 7, 63, & 65 registrations as well as his Life/Health, Annuity and Long Term Care Insurance licenses.

Barry has been employed in the financial services industry with Merrill Lynch Wealth Management since January 2,1985. He received his Bachelor of Science Degree in Chemistry from The City College of New York in January 1972 and attended graduate school at St. John's University, Adelphi University and Fairleigh Dickinson University.