Vice President
CurrentPartner 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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@highlandbrokerage.com
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8 phones found area 415, 757, and 205
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LinkedIn matched
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Matthew Barr is listed as Vice President at Highland Capital Brokerage at Highland Capital Brokerage, based in Mill Valley, California, United States. AeroLeads shows a work email signal at highlandbrokerage.com, phone signal with area code 415, 757, 205, and a matched LinkedIn profile for Matthew Barr.
Matthew Barr previously worked as Vice President at Highland Capital Brokerage and Vice President Sales at Trumark Wholesale Insurance Services, Inc.. Matthew Barr holds Ba, International Economics from Randolph-Macon College.
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AeroLeads found 1 current-domain work email signal for Matthew Barr. Compare company email patterns before reaching out.
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
Listed skills include Mutual Funds, Fixed Annuities, Life Insurance, Financial Services, and 14 others.
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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.
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.
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.
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
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
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.
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 works for Highland Capital Brokerage.
Matthew Barr is listed as Vice President at Highland Capital Brokerage at Highland Capital Brokerage.
AeroLeads has found 1 work email signal at @highlandbrokerage.com for Matthew Barr at Highland Capital Brokerage.
AeroLeads has found 8 phone signal(s) with area code 415, 757, 205 for Matthew Barr at Highland Capital Brokerage.
Matthew Barr is based in Mill Valley, California, United States while working with Highland Capital Brokerage.
Matthew Barr has worked for Highland Capital Brokerage, Trumark Wholesale Insurance Services, Inc., Lincoln Financial Distributors, State Farm Insurance, and Producer'S Choice Mga.
You can use AeroLeads to view verified contact signals for Matthew Barr at Highland Capital Brokerage, including work email, phone, and LinkedIn data when available.
Matthew Barr holds Ba, International Economics from Randolph-Macon College.
Matthew Barr is listed with skills including Mutual Funds, Fixed Annuities, Life Insurance, Financial Services, Wealth Management, Insurance, Asset Management, and Retirement.
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