The Barry Team

Approach

No two clients are alike, which is why no two financial strategies should be alike. We take a highly personalized approach to understanding your goals, priorities, and evolving needs. Working closely with you, we develop a comprehensive strategy with clear objectives and practical solutions designed to support your long\-term financial success. Our commitment extends far beyond the initial plan. We remain actively engaged, regularly reviewing your progress, adapting strategies when needed, and serving as a trusted resource through every stage of life. By combining proactive guidance with exceptional responsiveness, we aim to provide an experience that is both personal and meaningful.

Capabilities

The Barry Team provides access to the extensive resources and capabilities of Merrill and Bank of America while delivering the personalized attention of a dedicated advisory team. Our clients benefit from coordinated guidance across wealth management, retirement planning, equity compensation strategies, trust and estate considerations, lending solutions, and philanthropic planning. Through access to Merrill's investment insights, Bank of America Private Bank capabilities, and comprehensive banking solutions, we help clients address the many interconnected aspects of their financial lives. Our goal is to simplify complexity, provide clarity, and help clients make informed decisions with confidence.

Our Focus

Financial success means different things to different people. For some, it means retiring comfortably. For others, it means supporting family, building a business, creating a charitable legacy, or gaining the freedom to pursue personal passions. Our role is to help clients define what success means to them and develop a strategy designed to support those goals. We focus on the areas that have the greatest impact on our clients' lives: * **Family** – Caring for loved ones and future generations * **Retirement** – Achieving financial independence and peace of mind * **Health** – Preparing for healthcare needs and long\-term wellbeing * **Home** – Supporting major lifestyle and real estate decisions * **Career \& Business** – Navigating equity awards, retirement plans, business ownership, and career transitions * **Giving** – Supporting charitable and philanthropic aspirations * **Legacy** – Preserving and transferring wealth in a meaningful way * **Lifestyle** – Creating the freedom to spend time on what matters most We believe true success is measured not only by financial outcomes, but by the confidence, opportunities, and positive impact that financial security creates for our clients, their families, and their communities.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition