Tom Barry
Tom Barry joined Merrill Lynch Wealth Management and Bank of America in 2017. As a Financial Advisor he works closely with affluent individuals, families, and business owners to help them pursue their wealth management goals with clarity and confidence. He is known for his intentional approach, attention to detail, and optimistic outlook. Tom has his Chartered Retirement Planning Counselor™ designation. His areas of focus include ~
- Retirement planning
- Managing new wealth
- Education planning
- Wealth transfer and preservation
- Preparing for major life expenses such as purchasing a home.
Tom graduated from Colby College where he earned a Bachelor’s Degree in Economics. He lives in Rhode Island with his wife, Paige, and their daughter, Mia. Outside of the office, Tom actively serves in his local church, enjoys long-distance running, and values spending quality time with friends and family.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
