Laura Barry, CFP®, CeFT®
Managing Director
Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses on helping clients articulate their financial values and beliefs and in understanding their concerns and motivations. With that base, Laura partners with her clients to manage risks and create strategies, aligning their values and resources with their unique vision of a fulfilling life.
Throughout her career, she has been actively involved in supporting her community and her profession through many leadership and board positions, as well as in continually developing her own expertise.
Throughout her career, she has been actively involved in supporting her community and her profession through many leadership and board positions, as well as in continually developing her own expertise.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
