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Our Team

Robert C. Barry, Jr. CLU, ChFC



Bob’s primary responsibilities are developing deep, meaningful client relationships, strategy, vision, and overall growth of the company.

His greatest ability is leading an in depth discussion to understand "What is Important" to each individual client he serves and, with his cohesive team approach, develop customized solutions that contribute to the fulfillment of their objectives.

Bob received his undergraduate degree from the University of Miami in 1979 and the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in 1994.

Bob and his wife Wendy reside in Boston and Cape Cod.