James A. Barry, Jr. CFP^®
Family Wealth Manager
Chairman of the Board

James A. Barry, Jr., CFP^® Family Wealth Manager; author, lecturer, and veteran radio and television personality, whose career spans more than three decades.

Since founding the company in 1975, Jim has served as Chairman of the Board of Barry Financial Group, Inc.

Jim is a graduate of Burdett College and the College for Financial Planning in Denver, Colorado. He is a past Senior Advisor for the CFP^® curriculum and a past Foundation Member of Florida Atlantic University. He founded the Gold Coast Chapter IAFP that is now the Financial Planning Association (FPA). In addition to his Certification as a CERTIFIED FINANCIAL PLANNER™ professional, Jim also holds a NASD General Securities Representative License, a NASD General Securities Principal License and a Health and Variable Annuity License for Florida and other states.

Jim's many accolades include membership in several prestigious organizations, such as the Million Dollar Round Table, the Court of the Table and the Top of the Table, some of the insurance industry's highest honors. He is also a member of the National Association of Life Underwriters and past member on the Advisory Board of the American Heart Association of the Metro Ft. Lauderdale division and the Greater Boca Raton Estate Planning Council. Jim is also active in the community. He served as Chairman of the Capital Campaign for WXEL Public Broadcasting TV and served as a member of the Board of Directors of the Highland Beach Library Foundation.

Since the early 1980's, Jim Barry's message, whether in print or over the airwaves, has been inspiring audiences to take charge of their finances. He has been quoted in numerous publications such as USA Today, The Miami Herald, The New York Times, U.S. News and World Report, Fortune, Barrons and Money Magazine. His reputation has also earned him guest appearances on TV programs such as the Newsmakers, the Oprah Winfrey Show, CNBC and Late Nite America with Dennis Wholey.

James Michael Barry CFP^®
Family Wealth Manager
President

James M. Barry, CFP^®, became President of the Barry Financial Group in 1998 after sixteen years with the firm. As senior investment analyst, Jim chairs a team of professionals that is entrusted with the authority of final approval for client investment recommendation decisions.

Jim achieved his CERTIFIED FINANCIAL PLANNER™ Certification from the College for Financial Planning. He is a Registered Representative with Securities America. Jim was the past Director of the Gold Coast Chapter of the Financial Planning Association (FPA). Jim has enjoyed great success in the insurance industry. In his first year, he qualified for the Million Dollar Round Table, Court of the Table and the highly prestigious Top of the Table.

FAMILY WEALTH MANAGERS

Marc Scheiner
Family Wealth Manager

Marc is a Family Wealth Manager with 10 years financial experience, having worked for Morgan Stanley, Metropolitan Mortgage and Superior Bank. He attended Queens College, New York City, New York and holds NASD license for series 7, 65, 66 and Life, Health & Variable Annuity. Marc also has an extensive background in public speaking. While at Superior Bank, Marc would travel to major cities throughout the U.S. hosting seminars to groups of 100 plus financial advisors, planners and insurance agents on the technique of investing as part of a holistic financial plan for their clients. Marc is also a member of the Hartford Leadership Council as well as a member of the All America Team with American Funds Group.

Richard A. Greenhill
Family Wealth Manager

Richard A. Greenhill, CHFC^®, CLU^®, CFP^®, has been involved in the financial services industry since 1986. Prior to joining Barry Financial Group, he worked at Northwestern Mutual Financial Network, an insurance and financial services firm, where Mr. Greenhill focused on insurance applications within an individual’s personal planning needs. Mr. Greenhill holds the following professional degrees, Chartered Financial Consultant ^® (ChFC^®), Chartered Life Underwriter^® (CLU^®) and CERTIFIED FINANCIAL PLANNER ™.

Mr. Greenhill is involved in his community, and serves as an Executive Director of Horses and the Handicapped of South Florida, Inc., which provides therapeutic horseback riding to handicapped individuals. He is a past board member of The Leukemia & Lymphoma Society, South Florida Chapter..

PROFESSIONAL CLIENT SERVICES

Michele (Midge) Novoth
Vice President & Executive Assistant
to the Chairman of the Board

Midge joined the firm in 1983 and serves as Executive Assistant to James A. Barry, Jr., CFP^®, Chairman of Barry Financial Group, Inc. Her many duties include preparation of Mr. Barry's direct communications, maintaining his schedule and serving as liaison to organizational and media requests. As Vice President of Client Relations she works closely with the Director of Client Services to ensure that the administrative needs of the Inner Circle Club clients are being met in an expedient and satisfactory fashion. Midge brings a great deal of related experience to her positions having formerly owned and operated two businesses along with her husband. Midge attended Baker Secretarial College.

Tricia Barry
Director of Inner Circle Club Client Services

Tricia personally trains and evaluates all Inner Circle Club Client Service Representatives. She has earned the designation of Financial Paraplanner and holds a Series 6 and Series 7 NASD license. Tricia has a BS degree with an emphasis on Economics from Framingham State College in Massachusetts.

B. Lydia Young, CLU
Director of Insurance Services

Lydia is an insurance professional that has been focusing on the protection, accumulation, preservation, and distribution of the economic values of human life for over 25 years. Her management of Barry Financial Group's Insurance Services department creates a one stop source for the finest quality and one of the comprehensive and competitively priced risk management products in the financial services marketplace today. Lydia, born in Bamberg, Germany , traveled the world as the daughter of a United States Army career soldier. At her father's retirement from military service, the family settled in Bucks County , Pennsylvania. Lydia began her insurance career in Philadelphia and was awarded the designation of Chartered Life Underwriter by the American College, Bryn Mawr, Pennsylvania in 1982. She is a member of the Society of Financial Services Professionals.

Brad Bailey
NASD Licensed Principal of Barry Financial Group

Brad’s primary responsibilities include reviewing and monitoring all securities related procedures, communications, and materials in order to maintain continuing adherence to all NASD (National Association of Securities Dealers, Inc.) and SEC (Securities and Exchange Commission) compliance guidelines and regulations. In addition to being a graduate from Florida Atlantic University with a B.A. in Criminal Justice, Brad holds the NASD Series 6, 7, 24, 28, and 66 licenses.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which awards to individuals who successfully complete initial and ongoing certification requirements.