Elliot Barry Email and Phone Number
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Elliot Barry personal email
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The Forward Group is located in both the greater Philadelphia area and Jacksonville Florida. Elliot works with families and small businesses to help themprotect their most important assets, accumulate wealth, andmake sound financial decisions for their futures. Properprotection starts with the implementation of a well thoughtout strategy. He works to effectively address all ofhis clients’ goals and concerns, and ensures that the strategyis in concert with the client’s needs.Elliot has been recognized with a variety of awards from bothhis local agency and MassMutual. In 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 he has qualified as aMassMutual Rising Leader and Leaders Club qualifier. Elliot is a Philadelphia native and is passionate about thehis family, he enjoys the outdoors and golf.
The Forward Financial Group
View- Website:
- mycoastalwealth.com
- Employees:
- 228
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Founder And CooThe Forward Financial GroupSaint Johns, Fl, Us
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Founding Partner And CooThe Forward Group Aug 2020 - PresentJacksonville, Florida, United StatesPreparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. I am licensed to sell insurance in: CA(ON13239), FL, IA, MA, OH, DE, KY, MD, NY, NJ, NC, TN, TX, WA, OK and PA. Elliot Barry is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 35 W Town Place Unit 8, St Augustine, FL 32092 Tel: 904.998.3000. I am Licensed to sell Securities in: FL, NC, VA, DE, WA, SC, KY, TX, MD, PA, NJ, NY, TN, AL and OK Elliot Barry is a Registered Representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office:315 W Town Place Unit 8, St Augustine, FL 32092. Tel: 904.998.3000.
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Regional Development DirectorCoastal Wealth, A Massmutual Firm Jan 2022 - PresentJacksonville, Florida, United States
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Managing AssociateMassmutual Greater Philadelphia Jan 2018 - Feb 20222 Bala Plaza Suite 901 Bala Cynwyd Pa 19004 -
Financial Services ProfessionalMassmutual Greater Philadelphia Jan 2015 - Feb 2022Bala Cynwyd, PaPreparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. I am licensed to sell insurance in: CA(ON13239), FL, DE, KY, MD, NY, NJ, TX, WA, OK and PA. Elliot Barry is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004 Tel: (610) 660-9922. I am Licensed to sell Securities in: FL, NC, VA, DE, WA, SC, KY, TX, MD, PA, NJ, NY, and OK Elliot Barry is a Registered Representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000.
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Internship DirectorMassmutual Oklahoma Apr 2014 - Dec 2014Oklahoma City, Oklahoma AreaManaged on-boarding and process of hiring new interns. Created a comprehensive program for the firm to use internally that will be put into effect the summer of 2015. Marketed the program to students from multiple local schools and conducted interviews with each potential intern.
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AssociateCatalyst Financial Sep 2012 - Dec 2014Edmond, OkAn affiliation of MassMutual of Oklahoma
Elliot Barry Skills
Elliot Barry Education Details
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Business Management -
Delaware Valley Friends School
Frequently Asked Questions about Elliot Barry
What company does Elliot Barry work for?
Elliot Barry works for The Forward Financial Group
What is Elliot Barry's role at the current company?
Elliot Barry's current role is Founder and COO.
What is Elliot Barry's email address?
Elliot Barry's email address is eb****@****ual.com
What is Elliot Barry's direct phone number?
Elliot Barry's direct phone number is (610) 766*****
What schools did Elliot Barry attend?
Elliot Barry attended University Of Central Oklahoma, Delaware Valley Friends School.
What are some of Elliot Barry's interests?
Elliot Barry has interest in Hunting And Wild Life Photography, Golf, Fishing.
What skills is Elliot Barry known for?
Elliot Barry has skills like Sales, Customer Service, Insurance, Marketing, Management, Public Speaking, Life Insurance, Leadership, Small Business, Business Development, Microsoft Excel, Microsoft Office.
Who are Elliot Barry's colleagues?
Elliot Barry's colleagues are Thomas Walsh, Elijah Williams, Stanislav Verbytskyi, Darrell Mcneal, Jim Byrnes, Jay Strauss, Timothy Larrett.
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