Broker Check
Barry Zimmerman

Barry Zimmerman

Wealth Management Advisor/Investment Specialist

Barry Zimmerman is a Wealth Management Advisor with The Bulfinch Group with more than 30 years of experience in the financial services industry. Barry joined The Bulfinch Group after working as a loan officer for Bank of New England and financial services consultant for Anderson Consulting.

Barry provides comprehensive wealth management services to individuals, families, small business owners, and professionals by bringing focus, clarity and innovation to their financial lives. He brings a strategic discipline and holistic approach to help work towards building wealth, maximizing protection, and minimizing risk. In addition to comprehensive financial services, Barry also advises in the matters of executive benefits, long-term care benefits, estate planning, wealth management, and risk management issues.

Barry holds securities licenses 7, 63, and 65. He received his Master of Business Administration in Finance from Boston University and his Bachelor of Science in Economics from the University of New Hampshire Peter T. Paul College of Business and Economics (formerly Whittemore School). Additionally, he is a member of Phi Beta Kappa, the oldest honor society in the United States.

Barry resides in Norfolk, Massachusetts with his wife, Kathy, and their sons, Brendan, Connor, and Ian. He is a Red Sox fan and a watch collector. In his free time, he enjoys running youth baseball leagues as a way to provide children a place to play sports in their neighborhoods. He is actively involved in his community and supports the Boston Children's Hospital and Crohn’s and Colitis Foundation of America.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. CA Insurance License #0C41508