Barnaby Bullard

Principal, Senior Wealth Advisor

Role: Principal, Senior Wealth Advisor at Focus Partners
Location: Albany, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Barnaby Bullard

Focus Partners Wealth is an organization of wealth, asset, and business management…

Experience

Principal, Senior Wealth Advisor
Focus Partners
Jun 2024 — Present

Education

University of Rochester
B. A., Economics
1989 — 1993
San Diego State University
Master of Science (M.S.), Finance and Financial Management Services
1999 — 2002

Skills

Veterans
Retirement
Strategic Financial Planning
Financial Planning
Strategic Planning
Budgeting
Benefits Design
Risk Management
Portfolio Management
Investments
Estate Planning
Succession Planning
Retirement Planning
Insurance
College Education Planning
Leadership
Finance
Insurance Planning

Contact information

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Work email
•••••@focuspartners.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Focus Partners

Financial Services · 1.8K employees · Clayton, Missouri, United States

Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

focuspartners.com

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