Laura Barry
Managing Director at Wealthspire Advisors
- Role
- Managing Director, Wealth Management and Planning at Wealthspire
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Laura Barry
Has life dealt you some big changes? Both positive and negative events can create transition challenges - feelings of overwhelm, fog, or a shifting identity are normal yet impact our ability to effectively plan. Trained to address both the technical & personal sides of money, my work focuses on clients as they process life’s big changes & pivot to financially healthy & personally compelling outcomes. My clients represent many forms of life transitions including sale of a business, loss of a spouse through death or divorce, newly inherited wealth or settlements, and couples with different or conflicting money philosophies. Skills include deep listening, helping to articulate financial values and crafting sound planning, investment and distribution strategies. I enjoy speaking with groups on personal finance and stewardship, and using my skills to serve in my community. With the strength of our Wealthspire team, I\'m well equipped to manage investment assets with an independent, objective, personalized, fee-only approach and embrace the role of Fiduciary.
Experience
Managing Director, Wealth Management and Planning
Mar 2022 — Present
Education
College for Financial Planning
Personal Financial Planning
1994 — 1996
Financial Transitionist Institute
Certified Financial Transitionist CeFT
2020 — 2021
Illinois State University
BS, Finance, Business Administration
1982 — 1985
Skills
- Finance
- Mutual Funds
- Investment Strategies
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Public Speaking
- Series 7
- Loans
- Leadership
- Financial Planning
- Investment Management
- Coaching
- Wealth Management
- Program Management
- Life Transitions
- Personal Finance
- Financial Planners
- Financial Advisory
- Distribution Planning
- Credit
- Wealth
- Investment Advisory
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