Former Fidelity Advisor brings 15 years of experience helping clients in the Pacific Northwest navigate the complexities of their wealth
New York, July 16, 2024 – Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced the addition of advisor Blake Barr to the team. Barr joins the firm’s established Seattle location and brings 15 years of experience serving high net worth clients in the Pacific Northwest.
“Blake is an incredible addition to the growing Wealthspire team,” said Mike Sbrocco, Managing Director and West Region Lead at Wealthspire. “He shares our passion for serving clients, our philosophy around financial planning and investments, and our spirit towards community service. We are excited to work together as we continue to expand our Seattle presence and seek out more ways to take the best care of our clients.”
Previously, Blake spent 15 years at Fidelity Investments, most recently as a Financial Consultant helping high net worth clients navigate the complexities of their wealth to achieve their life goals across multiple generations. He has a bachelor’s degree in business administration and finance from Western Oregon University.
“I am honored to join Wealthspire and work alongside a team of talented financial professionals who share my values and my commitment to client service,” said Blake Barr. “I am eager to share my experiences and to continue taking care of clients in their journey to achieving their life goals.”
Blake’s appointment further expands the firm’s growth in Seattle and its surrounding areas.
About Wealthspire Advisors
Wealthspire Advisors LLC is an independent registered investment advisor that oversees, across its entities, more than 20 locations and 350+ team members across the country. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
About NFP
NFP, an Aon company, is an organization of consultative advisors and problem solvers helping companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. With colleagues across the U.S., Puerto Rico, Canada, U.K., and Ireland, they serve a diversity of clients, industries, and communities. Their global capabilities, specialized expertise and customized solutions span property and casualty insurance, benefits, wealth management and retirement plan advisory. Together, they put people first, prioritize partnerships and continuously advance a culture they’re proud of. Visit NFP.com to learn more.
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WEALTHSPIRE ADVISORS LLC AND ITS SUBSIDIARIES ARE SEPARATELY REGISTERED INVESTMENT ADVISERS AND SUBSIDIARY COMPANIES OF NFP, AN AON COMPANY.
