Barry Zimmerman

Barry has been providing financial guidance to clients for over 30 years. Throughout his career, he has worked for major financial corporations like the Bank of New England, Accenture, Thompson Financial, Fidelity, and John Hancock. His extensive knowledge and experience allows Barry to provide comprehensive wealth management services to individuals, families, professionals, and business owners alike. 

Barry received his BS in Economics from the University of New Hampshire Peter T. Paul College of Business and Economics, where he also minored in Philosophy and Business Administration. He went on to receive his MBA in Finances from Boston University. He is also a member of Phi Beta Kappa, the oldest honor society in the United States.

Barry lives in Norfolk, MA, with his wife, Kathy. Their three adult sons—Brendan, Connor, and Ian—remain in the area, and they still spend a great deal of time together as a family. Raised with a strong commitment to community service, Barry has been involved in Norfolk baseball for over a decade, and has been a board member since 2007. He has organized multi-town summer leagues and served on numerous local committees over the years, including fundraisers for children’s hospitals and other important causes.

His commitment to improve the lives of others is a driving force behind his career, and aims to help every client bring life to their plans by expanding the possibilities of planning

In addition to his MBA, Barry holds his securities licenses 7, 63, and 65.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0C41508.