Sign In
Get Clay Free →

Suggestions

    Beau Barrett

    Founding Partner at RiceBarrett Family Wealth

    Beau Barrett is a highly experienced professional with over 20 years in the financial services industry, specializing in delivering personalized attention to client families.

    His expertise spans across various financial areas including lending solutions, insurance, investment strategies, and cultivating long-lasting client relationships.

    Beau co-founded RiceBarrett Family Wealth after serving as a Vice President and Wealth Management Advisor at Merrill Lynch for two decades.

    He is dedicated to helping families define and achieve their multi-generational financial goals through tailored strategies and meticulous planning.

    Beau holds key designations in the finance field, including CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor (CRPC).

    His educational background includes a Bachelor of Arts in Psychology from Wabash College and active involvement in youth sports programs and leadership development initiatives.

    Beau Barrett
    Add to my network

    Location

    Greater Indianapolis