Barry Vincente Cpa, Cfp®
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Barry Vincente Cpa, Cfp® Email & Phone Number

Vice President, Supervision Manager at Merrill Edge at Merrill Edge
Location: Lincoln, Rhode Island, United States 6 work roles 2 schools
1 work email found @merrilledge.com 2 phones found area 508 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@merrilledge.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Edge
Role
Vice President, Supervision Manager at Merrill Edge
Location
Lincoln, Rhode Island, United States
Company size
2267 employees

Who is Barry Vincente Cpa, Cfp®? Overview

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Quick answer

Barry Vincente Cpa, Cfp® is listed as Vice President, Supervision Manager at Merrill Edge at Merrill Edge, a company with 2267 employees, based in Lincoln, Rhode Island, United States. AeroLeads shows a work email signal at merrilledge.com, phone signal with area code 508, and a matched LinkedIn profile for Barry Vincente Cpa, Cfp®.

Barry Vincente Cpa, Cfp® previously worked as VP, Supervision Manager at Merrill Edge and AVP, Central Resource Desk at Merrill Edge. Barry Vincente Cpa, Cfp® holds Bsba Business Administration, Finance from Northeastern University.

Company email context

Email format at Merrill Edge

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*@merrilledge.com
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AeroLeads found 1 current-domain work email signal for Barry Vincente Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Barry Vincente Cpa, Cfp®

I currently work in a fast paced, complex retail brokerage service to sales relationship building environment. I have a strong business acumen and I know what it takes to get results in client experience, and employee performance. Specialties: CPA - Massachusetts Board of Public AccountancyCFP® - Certified Financial Planner(FINRA) Financial Industry Regulatory Authority Licenses:General Securities Principal (Series 24)Registered Options Principal (Series 4)General Securities Representative (Series 7) Investment Products/Variable Contracts (Series 6)Uniform Securities Agent State Law Examination (Series 63)Uniform Registered Investment Advisor (Series 65)Municipal Securities Principal (Series 53)

Listed skills include Mutual Funds, Series 7, Investments, Securities, and 12 others.

Current workplace

Barry Vincente Cpa, Cfp®'s current company

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Merrill Edge
Merrill Edge
Vice President, Supervision Manager at Merrill Edge
Website
merrilledge.com
Employees
2267
AeroLeads page
Company profile
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6 roles · 28 years

Barry Vincente Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Vp, Supervision Manager

Current
Merrill Edge

Ensure regulatory compliance and corporate mandates for all administrative and operational activities performed in the Merrill Edge Self-Directed platform to limit risk and financial exposure to the business unit and the firm.

Jun 2021 - Present

Avp, Central Resource Desk

Merrill Edge
Jun 2018 - Jun 2021

Avp, Premium Client Services

Merrill Edge

In a retail brokerage environment I'm responsible for the development and supervision of a team of registered representatives in day to day service to sales relationship building functions involving online, telephone, stock, options, mutual fund, and fixed income trading activities.

Dec 2006 - Jun 2018

Senior Trader, Brokerage Services

Jpmorgan Chase & Co.
  • Executed live telephone stock, option, and mutual fund trades as initiated by retail clients.
  • Retained many at risk affluent clients whom generated six-digit trade commission and or margin debit interest for the firm.
2003 - 2006 ~3 yrs

Financial Planner

Metlife
  • Built a client base from scratch by networking, cold calling and being visible as a financial planner within my community.
  • Using a very effective consultative-based selling style, I sold and created many comprehensive financial plans for individuals and business clients.
2001 - 2003 ~2 yrs

Retirement Associate

Scudder Investments

Norwell, Massachusetts

  • Responsible for recommending the most appropriate retirement product to prospective clients in an inbound sales environment.
1998 - 2001 ~3 yrs
Team & coworkers

Colleagues at Merrill Edge

Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →

JR Justin Roberson Justin Roberson Colleague at Merrill Edge Chicago, Illinois, United States, United States View → JG Jonathan Glennon Jonathan Glennon Colleague at Merrill Edge Plainville, Massachusetts, United States, United States View → TZ Terese Zimmerman, Crpc®️ Terese Zimmerman, Crpc®️ Colleague at Merrill Edge Santa Fe, New Mexico, United States, United States View → SQ Sam Quinones Sam Quinones Colleague at Merrill Edge United States, United States View → ZG Zack Green Zack Green Colleague at Merrill Edge Sparks Glencoe, Maryland, United States, United States View → DS Diana Salazar Diana Salazar Colleague at Merrill Edge Tulsa Metropolitan Area, United States View → TF Terell Fields, Ms, Mba Terell Fields, Ms, Mba Colleague at Merrill Edge Pasadena, California, United States, United States View → EG Erika Grossman Erika Grossman Colleague at Merrill Edge Frederick, Maryland, United States, United States View → JK James Kelleher Iv James Kelleher Iv Colleague at Merrill Edge Litchfield, Connecticut, United States, United States View → CM Christopher Medeiros Christopher Medeiros Colleague at Merrill Edge Cranston, Rhode Island, United States, United States View →
2 education records

Barry Vincente Cpa, Cfp® education

FAQ

Frequently asked questions about Barry Vincente Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Barry Vincente Cpa, Cfp® work for?

Barry Vincente Cpa, Cfp® works for Merrill Edge.

What is Barry Vincente Cpa, Cfp®'s role at Merrill Edge?

Barry Vincente Cpa, Cfp® is listed as Vice President, Supervision Manager at Merrill Edge at Merrill Edge.

What is Barry Vincente Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @merrilledge.com for Barry Vincente Cpa, Cfp® at Merrill Edge.

What is Barry Vincente Cpa, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 508 for Barry Vincente Cpa, Cfp® at Merrill Edge.

Where is Barry Vincente Cpa, Cfp® based?

Barry Vincente Cpa, Cfp® is based in Lincoln, Rhode Island, United States while working with Merrill Edge.

What companies has Barry Vincente Cpa, Cfp® worked for?

Barry Vincente Cpa, Cfp® has worked for Merrill Edge, Jpmorgan Chase & Co., Metlife, and Scudder Investments.

Who are Barry Vincente Cpa, Cfp®'s colleagues at Merrill Edge?

Barry Vincente Cpa, Cfp®'s colleagues at Merrill Edge include Justin Roberson, Jonathan Glennon, Terese Zimmerman, Crpc®️, Sam Quinones, and Zack Green.

How can I contact Barry Vincente Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Barry Vincente Cpa, Cfp® at Merrill Edge, including work email, phone, and LinkedIn data when available.

What schools did Barry Vincente Cpa, Cfp® attend?

Barry Vincente Cpa, Cfp® holds Bsba Business Administration, Finance from Northeastern University.

What skills is Barry Vincente Cpa, Cfp® known for?

Barry Vincente Cpa, Cfp® is listed with skills including Mutual Funds, Series 7, Investments, Securities, Series 63, Series 65, Series 24, and Series 4.

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