Matthew Barr

Matthew Barr Email and Phone Number

Vice President at Highland Capital Brokerage @ Highland Capital Brokerage
Matthew Barr's Location
Mill Valley, California, United States, United States
Matthew Barr's Contact Details
About Matthew Barr

My 18 year tenure in the financial services industry has provided a well rounded diversity of experience that is grounded in an objective, planning based philosophy. Working as a strategic partner with financial services professionals, I strive to understand all areas of their practice, to assure that the concepts we implement are always in the best needs of their clients.Securities by licensed Individuals Offered Through Investacorp, Inc.A Registered Broker/Dealer Member FINRA, SIPCAdvisory Services Offered Through Investacorp Advisory Services, Inc.A SEC Registered Investment Advisory Firm

Matthew Barr's Current Company Details
Highland Capital Brokerage

Highland Capital Brokerage

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Vice President at Highland Capital Brokerage
Matthew Barr Work Experience Details
  • Highland Capital Brokerage
    Vice President
    Highland Capital Brokerage Jul 2016 - Present
    Birmingham, Al , Us
    Partner with Financial Advisors and Insurance Agents as a Life Insurance and LTC Specialist focusing on solutions for high net worth families and business owners.
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  • Trumark Wholesale Insurance Services, Inc.
    Vice President Sales
    Trumark Wholesale Insurance Services, Inc. Sep 2015 - Jun 2016
    Danville, Ca, Us
    I partner with Financial Services Professionals to develop life insurance, long term care, and protection strategies for high net worth clients and business owners. As a point of sale specialist, I manage all areas of the sales process including concept development and education, client profiling, POS client meeting, and underwriting case management.
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  • Lincoln Financial Distributors
    Regional Life Specialist/External Wholesaler
    Lincoln Financial Distributors Sep 2008 - Aug 2015
    Radnor, Pa, Us
    As a Regional Life Specialist, I partnered with financial advisors to help develop and implement protection strategies including wealth transfer, estate planning, and planning for business owners and professionals. I developed this territory from start-up to over $1million in target premium by educating advisors on the needs of protection strategies in their business, evaluating specific client profiles, and running point of sale meetings with select clients.
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  • State Farm Insurance
    Field Sales Manager/External Wholesaler
    State Farm Insurance Aug 2006 - Aug 2008
    Bloomington, Illinois, Us
    Served as financial services specialist and external wholesaler for all of State Farm and Phoenix Wealth Management's mutual fund, annuity, and life insurance products.Awarded Top Producer in California by achieving greatest increase in total product revenue
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  • Producer'S Choice Mga
    External Wholesaler
    Producer'S Choice Mga Aug 2005 - Aug 2006
    Developed new Independent Planner annuity distribution market in Bay Area for carriers including ING, Lincoln, FNG, and RBCGrew market share from initial start-up to $1 million in average monthly inflows within one year
  • Stone And Youngberg
    Financial Consultant
    Stone And Youngberg Jan 2002 - Feb 2005
    San Francisco, Ca, Us
    Designed and managed portfolios for leader in California municipal bond investment banking, helping high net worth clients diversify portfolios with sophisticated fixed income solutions.
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  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Jan 1997 - Apr 2000
    New York, Ny, Us
    Awarded "Rookie of the Year" in Southeastern Virginia for excellence in the Professional Development Program
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Matthew Barr Skills

Mutual Funds Fixed Annuities Life Insurance Financial Services Wealth Management Insurance Asset Management Retirement Financial Planning Portfolio Management Financial Advisory Wealth Strategy Strategic Financial Planning Sales Management Salesforce.com Fixed Income Marketing Strategy

Matthew Barr Education Details

  • Randolph-Macon College
    Randolph-Macon College
    International Economics

Frequently Asked Questions about Matthew Barr

What company does Matthew Barr work for?

Matthew Barr works for Highland Capital Brokerage

What is Matthew Barr's role at the current company?

Matthew Barr's current role is Vice President at Highland Capital Brokerage.

What is Matthew Barr's email address?

Matthew Barr's email address is mb****@****and.com

What is Matthew Barr's direct phone number?

Matthew Barr's direct phone number is +141527*****

What schools did Matthew Barr attend?

Matthew Barr attended Randolph-Macon College.

What are some of Matthew Barr's interests?

Matthew Barr has interest in Varsity Lacrosse.

What skills is Matthew Barr known for?

Matthew Barr has skills like Mutual Funds, Fixed Annuities, Life Insurance, Financial Services, Wealth Management, Insurance, Asset Management, Retirement, Financial Planning, Portfolio Management, Financial Advisory, Wealth.

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