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Barry
Wind is a full service,
fee-based financial
advisor with a strong
commitment to socially
responsible investing
(SRI). He offers a full
range of SRI services,
including comprehensive
financial planning,
asset management and
hourly consultative
work. In addition to
socially and
environmentally
screened
investment products,
Barry can also provide
clients a variety of
community investment and
philanthropic giving
alternatives, further
promoting sustainable
development in local
communities throughout
the United States and
around the
world.
Affiliated
with the two national
networks of SRI
advisors, Barry is a
professional member of
the Progressive
Asset
Management
as well as the
First
Affirmative
Financial
Networks. Barry is a
Registered
Representative
(Series 7), a
Registered Investment
Advisor (Series 66)
and is a licensed
agent for life,
health, disability
insurance and variable
annuities with
Financial
West Group,
Inc,
(Member NASD, SIPC). He
has a BA in Political
Science from Colorado
College and a Master
of Management degree
with a concentration in
Public and Nonprofit
Management from the
Kellogg Graduate
School of Management
at Northwestern
University.
His
professional experience
includes over fifteen
years of experience as a
corporate executive with
several of the
nation’s largest
firms, including
Sears, Roebuck &
Co., Freddie
Mac and MCI.
Long active in the SRI
field with almost twenty
years of personal
investing, Barry is
committed to helping his
clients bring
environmental and social
issues to the forefront
of the financial and
corporate
community.
Barry
understands that each
client has unique social
values and financial
objectives. He utilizes
a holistic approach by
aligning a client’s
financial and investment
strategy with their core
values, tolerance for
risk, and life and
family circumstances. He
strongly believes that
clients can do good and
do well through
well-planned socially
responsible investing
and financial
planning.
Barry
has served as Cub Scout
Den Leader for both of
his sons and is
involved in local
civic and community
associations.
Professional memberships
include the Social
Investment Forum and
Co-op America. Barry
lives in Bethesda, MD
with his wife, Erika,
and their two
boys.
Office
of Supervisory
Jurisdiction:
9814 Branchleigh Road,
Randallstown, MD
21133 (410)
655-9588.
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