JENN BARRY, CFA, INVESTMENT ADVISOR: AARON WEALTH ADVISORS

As Investment Advisor at Aaron Wealth Advisors, an independent boutique advisory firm, Jenn Barry serves as a fiduciary and advocate for her clients to help simplify the complexities of their wealth. By building deep, trusting relationships, Barry advises her clients to view their wealth as a tool to live fulfilling and meaningful lives. “I like to share my history and experience, starting with humble beginnings in Michigan to working on Wall Street, in order to demonstrate my expertise, motivation, and innate need to help others,” she says. Barry received a Bachelor of Arts in Economics from the University of Michigan and is a Chartered Financial Analyst (CFA) charterholder, a graduate of the Building the Behavioral Advisor (BTBA) program, and a candidate for Certified Financial Planner (CFP) certification. Barry’s current role as private wealth manager is an evolution of her 26 years on Wall Street in institutional equity sales. “It’s the perfect opportunity to use my knowledge, experience, empathy, and ability to connect to help families define and achieve their financial and life goals,“ she says. Barry resides in Northbrook with her husband and three children.

For more information, visit aaronwealth.com/our-team/jenn-barry-cfa.

Aaron Wealth Advisors LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). Aaron Wealth Advisors LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.