Barnaby Horton

About Barnaby Horton

Barnaby is the founder and managing partner of The Horton Team at Merrill Lynch Wealth Management in Hartford, CT. A Certified Investment Management Analyst® professional, Barnaby is a Retirement Benefits Consultant, a select, and highly credentialed, Merrill Lynch Wealth Management advisor focused on the corporate and institutional retirement field. In 2024 and 2023, Barnaby was named a Forbes Best In State Wealth Advisor.(*Published in April 20••••24. Rankings based on data as of June of the previous year.) Financial Times ranked Barnaby as one of the \"Top 401 Financial Advisers\" from 2015 to 2020.(*Published annually May - Oct. Rankings based on data as of Dec 31 of prior year.) Involved in his community, Barnaby serves on the board of the Hartford Stage Company, is an Ambassador for The Bushnell Center for the Performing Arts, a member of the Asylum Hill Congregational Church Sanctuary Choir, and was an elected member of the University of Connecticut Board of Trustees and the Connecticut State Legislature. A graduate of Washington University in St. Louis and University of Connecticut School of Law, Barnaby has specialized training from Yale School of Management, UCLA\'s Anderson School of Management, and Wharton School of Business. Passionate about spending time with family and travelling, Barnaby has completed 7 marathons, including all U.S. majors: Chicago, Boston, and New York City. He lives in Hartford with his wife, Hannah, their four children, and an Australian labradoodle named Keegan.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   Jul 2000 — Present

   A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.**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.

Education

• Washington University in Saint Louis

  Bachelor's Degree

  1987 — 1991

• University of Connecticut

  Juris Doctor (J.D.)

  1992 — 1995

Skills

• Retirement Benefit Consulting
• Retirement Planning
• Retirement Income Strategies