Barry is an institutional retirement plan advisor based in Richmond, VA.
Barry joined CAPTRUST in 2005 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to fulfill the mission of the company and to enrich the lives of his clients by providing sound financial advice. Prior to joining the firm, Barry was a senior vice president, sales manager at Wells Fargo and has worked in the industry since 1985.
When he is not in the office or with a client, Barry enjoys spending time with God and his family, traveling, and reading.
Education
- Bachelor of Arts degree in business administration and accounting from Eastern Nazarene College
- Young Executive Institute Designation from the University of North Carolina at Chapel Hill
Awards & Recognition
- PLANADVISER Top Retirement Plan Advisers | 2022 and 2023
- Barron’s Top Institutional Consultants | 2018, 2019, 2020, 2021, 2022, 2023 (Team Schmitt)
- Financial Times 401 Top Retirement Plan Advisor | 2017, 2019 and 2020
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Richmond)
