Michael F. Barry 
Biography
Michael F. Barry, CLU®, ChFC®, MSFS
Mike Barry is principal and founder of Barry Financial, L.L.C., an estate management firm specializing in wealth transfer and business succession planning. Mike's specialties include planning problems faced by family-owned businesses and transfer of ownership from one generation to the next. Prior to forming Barry Financial, LLC in 1981, he taught math and science in Massachusetts public schools.
Mike is a Past Board Member with The Boston Chapter of the Society of Financial Service Professionals (SFSP) formerly known as The Boston Chapter of CLU. He is a life and qualifying member of the Million Dollar Round Table (MDRT), a member of The Boston Estate Planning Council (BEPC) and he is also a member of the Association of Advanced Life Underwriters (AALU) in Washington, D.C...
Territory: Maine, New Hampshire, Massachusetts, Rhode Island, Connecticut, Virginia, Florida, Texas, Colorado and California.
Job Description: Estate Planning, Business Succession Planning,
Wealth Transfer Planning and Wealth Management*.
Tasks:
- Finding, building and maintaining client relationships.
- Meetings with clients, client advisors and referral sources.
- Building relationships with attorneys, accountants and other financial advisors.
- Negotiate underwriting of complex insurance and financial contracts.
- Follow up with clients via annual reviews, quarterly reports and sporting events.
- High touch concierge level client service detailed staff reports, over-the-top staff service, face-to-face client meetings and Web-Ex© meetings.
- Support service offered to client’s other attorneys and accountants via The Nautilus Group.
- Sponsoring events for the legal and accounting disciplines.
- Sponsoring events for clients.
- Networking with professionals in other disciplines.
Company Background: Barry Financial began business in 1981 as a one-man operation selling life insurance and annuities in Massachusetts. The individuals of Barry Financial, LLC are collectively licensed in 12 states and sells a full complement of insurance products, annuities, long term care insurance, health insurance, mutual funds** and private money management*. Barry Financial, LLC has strategic alliances with banks, brokerage, legal and accounting firms. Barry Financial, LLC provides planning for investment management, wealth accumulation, retirement planning, stock option planning, wealth transfer planning and business succession planning. We have support services with legal and accounting backgrounds.
Job qualifications: Barry Financial has professionals with advanced degrees in legal, accounting, marketing and the insurance industries. Mr. Barry holds designations as a Chartered Financial Consultant, Chartered Life Underwriter and he has a Masters in Financial Services. He has been in business for 25 years and has over 1200 clients.
Personal background: Mr. Barry grew up in the small town of Avon, Massachusetts. He attended public schools until Grade 8, transferring to Xaverian Brothers High School, graduating in 1971. Mr. Barry earned a Bachelor of Science degree from Michigan State University 1976. He received a Masters of Financial Services from The American College in Bryn Mawr, Pennsylvania in 1996. Michael enjoys skiing, golf and camping. He is married with 3 children and makes his home in Walpole, Massachusetts.
 Biography
Rosemarie Crawford, CLTC
Rose Crawford has worked as an agent in the insurance industry with New York Life for over 20 years. She works with young families, small business owners and their employees, pre-retirees and seniors helping them to initiate sound financial programs as well as evaluating their current insurance and current retirement needs.
Territory: Massachusetts, New York and Florida.
Job Description: Life Insurance & Retirement Planning, Education, Long Term Care and Disability Income Planning.
Tasks:
- Finding, building and maintaining client relationships
- Meeting with clients, client advisors and referral sources
- Follow up with clients via annual reviews
- Establishing centers of influence
- Networking with other professionals
Job Qualifications:
Rose holds a Bachelor of Science and has been continuing her education in the financial services industry. She recently completed a master’s program and earned her “Certified in Long Term Care” designation.
Personal Background:
Rose grew up in Norwood, Massachusetts. She attended St. Catherine of Siena School and onto Ursuline Academy (1984) and The University of Massachusetts at Amherst (1989) where she received her Bachelors Degree.
Biography
Mary Ellis Barry
As our office manager, Mary brings over 24 years of experience in the insurance industry to Barry Financial. Before joining Barry Financial, she was a brokerage representative at several large insurance companies, specializing in the group insurance marketplace.
Job Qualifications:
Mary has a bachelor's degree in Journalism from Drake University, Des Moines, Iowa. Personal: Mary was born in Boston and grew up in Winchester, MA, moving to New Jersey and Kansas City, MO before settling back in Boston. She is married with three children and resides in Walpole, MA. |
