Vault

The new firm "concentrates on helping families perpetuate wealth from generation to generation by effectively managing their investments and consolidating their financial information," says Barry. "We also offer clients the freedom from ongoing account management while giving them around-the-clock electronic access to their accounts and other critical financial and estate documents."

Barry has been in the financial-service business for about 14 years. Prior to working with UBS in Cleveland, he worked at Citi Private Bank in New York.

Boston- and San Diego-based LPL is the largest independent broker/dealer in the U.S. -FWR

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