Barry Greenberg, CFP®
Senior Vice President | Senior Investment Consultant
Barry Greenberg has been in the investment business since 1986, and joined Baird in July 2004.
In addition to founding and directing the Financial Planning Department at another financial services firm, Barry co-founded and ran the Insurance/Annuity Department at two Dallas-based regional brokerage firms.
Barry earned a BBA in Finance from the University of Texas and holds the CERTIFIED FINANCIAL PLANNER™ certificate. He also completed the Securities Industry Association’s Securities Industry Institute Program at The Wharton School at the University of Pennsylvania.
My Team
Our Advanced Planning Team
