Patrick R. BarryAIF® Financial Advisor (717) 793-4800
Patrick R. Barry Specializes In:
- Comprehensive Financial Planning
- Retirement Planning
- Insurance Protection
- Social Security Planning
- Wealth Management
- Portfolio Growth
- Custodial Accounts, 529 Plans
Bachelor of Arts – Lebanon Valley College
FINRA Series 6, 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License
Financial independence and the ability to achieve your goals are Patrick’s main focus as a Financial Advisor with Conte Wealth Advisors. After graduating from Lebanon Valley College Patrick worked as a K-5 Special Education Teacher and STEM Teacher in a Maryland elementary school. His desire to continuously help students achieve their full potential in the classroom naturally flowed into his work as a financial advisor. For five years Patrick has been a strong believer in creating and maintaining a holistic financial plan to maximize client’s resources and achieve objectives as efficiently as possible.
Patrick currently holds the FINRA Series 6, 63, 65, and 7 licenses as well as his Life/Health and Annuities license.
He has also earned the Accredited Investment Fiduciary® (AIF®) designation. The AIF® program provides designees the knowledge needed to implement a prudent process into their own investment practices and being able to assist others in implementing proper policies and procedures according to fiduciary standards.
Patrick lives in York, PA with his wife, Ashton, and son, Wesley. As an Eagle Scout, Patrick was raised to always treat everyone with respect and to always give back to your community. Patrick is a native of Southern York County where he continues to serve his community through the New Freedom Lions Club as well as the Southern York County Rotary Club where he served as President for two years. He marries his teaching degree and his financial experience by educating local high school students on the importance of budgeting and financial literacy through Junior Achievement.
Patrick also serves on the Board of Directors of the Margaret E Moul Home, a home for adults with neuromuscular impairments. In Patrick’s free time he enjoys golfing, playing sports, volunteering, and traveling with his family.
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