Barry Jones is a seasoned professional who excels at helping clients navigate life priorities and develop customized financial solutions to achieve their objectives.

Barry's educational background includes a BA in History from the University of Michigan, an MBA in Marketing from Eastern Michigan University, and completion of high school at Tehran American School.

With a rich and diverse professional experience, Barry has held significant roles such as Order Fulfillment Manager at Amazon, Financial Advisor and Assistant Vice President at Bank of America Merrill Lynch, Senior Vice President at Sheridan Road Financial, and Business Development Financial Advisor at LPL Financial's Sequoia Wealth Management.

Additionally, Barry has previous positions including Financial Advisor at MetLife, Senior Account Executive at BT, Senior Territory Manager GMB at Oracle, and Senior Software Specialist at IBM.