Kevin Barry is a Wealth Advisor with more than 40 years of experience in the financial industry, including a decade as a Commodity Broker and 30+ years as a Financial Advisor. He believes in developing long-term relationships with clients, working with them to create a financial plan that encompasses their aspirations, hopes, and dreams.

In 2002, Kevin began working with Andrew Kirk, ultimately formalizing a partnership in 2018 when they moved their practice to LPL Financial. Kevin’s long industry experience includes tenure at several well-known financial firms including Prudential, UBS Financial Services, and Wells Fargo.

Kevin holds Series 3, 7, 63, and 65 securities registrations through LPL Financial. He has also been a Notary Public since 1973. Kevin earned an AA in Business and a BA in Economics from UMASS Amherst.

Kevin is very active in his church, hosting and attending a variety of small groups. When he’s not in the office, Kevin enjoys spending time with his two grandchildren, traveling with his wife, Mary, to visit family, or trying a new restaurant. Kevin and Mary reside in Woburn, MA, and have two adult children.