Tim Barry

MFSA, Merrill Lynch

Role
Mfsa at Merrill Lynch
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tim Barry

As a Banker at J.P. Morgan Private Bank, I work closely with business owners, entrepreneurs, founders and other wealth creators to help transform their hard work into generational legacies. I serve as a dedicated point of access to the firm’s sophisticated resources so clients can focus on their priorities. Drawing on my firsthand experience at a startup, I offer an insightful perspective on the high-performing nature of successful individuals. I listen carefully to what they are looking to achieve—diversification strategies, philanthropic giving, asset growth and more—and act as a sounding board to help them pursue these goals. By surrounding clients with a team of specialists, I provide the thought leadership, innovative ideas and resources for which J.P. Morgan is known. I value loyalty, honor and respect above all else, and credit these characteristics with the trust clients place in me.

Experience

  1. Mfsa

    Merrill Lynch

    May 2023 — Present · Dallas, TX, US

Education

  • University of Oregon

    Bachelor of Arts (B.A.), History

    2008 — 2014

  • University of Oregon

    Bachelor of Arts (B.A.), History

  • SMU Cox School of Business

    Master of Business Administration - MBA, Finance, General

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Tim Barry — Mfsa at Merrill Lynch in Dallas, TX, US | Unifers