Meet Barry
Barry is a Sr. Wealth Advisor at Mercer Advisors. He joined the firm in 2020. He began his career in public accounting in 1983 and earned his CPA and then embarked on a 25-year corporate finance career as a financial executive at Morgan Stanley, McKinsey & Company, Inc., and Atlantic Philanthropies, Inc. In 2011, he decided to combine his interest in finance with his passion for helping people attain financial well-being by establishing his own wealth management firm. Barry earned a B.S. degree in finance and accounting from the University of Buffalo. He is also a CERTIFIED FINANCIAL PLANNER® professional, Certified Private Wealth Advisor professional, and a Certified Investment Management Analyst® professional.
Barry’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Barry has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
- Designing financial plans for artists and entertainers navigating complexity and career shifts
His working style
Barry aims to build long-term, trust-based relationships with his clients. He focuses on understanding the client’s goals and concerns and being able to restate them back to the client to their satisfaction.
Barry in real life
What keeps you busy outside of work?
I love all types of music and play guitar in a classic rock band.
What makes you tick?
I gain significant satisfaction in helping people successfully address their concerns.
Any words you try to live by?
I live by the “Golden Rule”.
Meet Barry’s Teammates
Brian Picariello
Managing Director
What Barry Says
Brian and I work together to ensure our clients are getting the services they need. He is a good sounding board for solving clients’ financial challenges.
Kevin Dillon
Regional Vice President
What Barry Says
Kevin does a good job of finding clients who are the right fit. Introducing me to new clients is always a pleasure.
Jesse Mignone
Manager, Client Service
What Barry Says
Jesse is invaluable in service and operations and helping my clients every day.
Paul Oliva
Sr. Wealth Advisor, Sr. Director
What Barry Says
Paul and I team up to make sure our clients get what they need. He’s great at helping think through financial challenges.
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