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The Barrett Group
225 Liberty Street
Floor 40
New York NY 10281
(212) 236.5096
(212) 236.5096
Learn more about an advisor's background on
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
The Barrett Group
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
John Barrett
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
The Barrett Group
Barron’s “Top 250 Private Wealth Management Teams”, 2025
(Published on May 9, 2025. Rankings based on data as of December 31, 2024.)
About Us
Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Meet Our Team
John Barrett,
CAP®, CIMA®, CPFA®, CRPC™
Managing Director, Wealth Management Advisor
212.236.5096
212.236.5096
Nancy Lynn Bello,
CAP®, CIMA®, CRPC™
Senior Vice President, Senior Investment Associate
212.236.5139
212.236.5139
Nicole Ashley Thompson,
CRPC™
Officer, Registered Wealth Management Client Associate
212.236.5097
212.236.5097
Matthew McCormick,
CIMA®
Officer, Registered Wealth Management Client Associate
212.236.5388
212.236.5388
Abigail Seymour,
AAMS™
Officer, Registered Wealth Management Client Associate
212.236.5362
212.236.5362
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CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.