Barry Brindise
Financial Planning Director @Brightwater Advisory
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WORK HISTORY
Financial Planning Director @Brightwater Advisory
Tampa, FL, US
Partner across the Brightwater team to assist our clients in identifying and meeting their financial goals, including: retirement planning, education planning, insurance needs analysis, tax and estate planning and asset management through data-driven portfolio construction. Brightwater Advisory is a Registered Investment Adviser that offers appropriate investment counsel as well as certain financial planning and consulting services. Clients include individuals, charitable organizations, corporations, and other business entities. For more information about Brightwater Advisory, visit:
EDUCATION
University of Tampa
Executive Certificate in Financial Planning (Financial Advisory)
The University of Chicago - Booth School of Business
MBA
Loyola University Chicago
BBA
SKILLS
ABOUT BARRY BRINDISE
Partner across the Brightwater team to assist our clients in identifying and meeting their financial goals, including: retirement planning, education planning, insurance needs analysis, tax and estate planning and asset management through data-driven portfolio construction. Brightwater Advisory is a Registered Investment Adviser that offers appropriate investment counsel as well as certain financial planning and consulting services. Clients include individuals, charitable organizations, corporations, and other business entities. For more information about Brightwater Advisory, visit:
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