- Wealth Management Experience Since 1992James Barr is a Managing Director and Wealth Advisor with First Republic Investment Management. As a Wealth Advisor with significant experience, Mr. Barr consults with corporate and individual clients to develop and implement comprehensive Wealth Management solutions. Prior to joining First Republic, Mr. Barr served as Vice President with Merrill Lynch Global Wealth Management, where he advised clients and financial professionals in essential components of Wealth Management including, asset protection, income planning, retirement planning and wealth transfer.
- Professional DesignationHe received both the Chartered Retirement Planning Counselor℠ as well as the Chartered Retirement Plan Specialist℠ designation through the College for Financial Planning.
- EducationMr. Barr earned his Bachelor of Science in Economics from Fitchburg State College in Massachusetts.
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