Elizabeth M. Garvey CFP®, CDFA®

Vice President, Director of Financial Planning

I am originally from Reading, Massachusetts and grew up with a father who was a CPA, so I was introduced to the world of finance at a young age. After receiving my Bachelor of Science degree in Finance at Villanova University, I began my career as a Mutual Fund Accountant at Pioneer Investments and then went to work for Calibre Advisory Services as an associate of financial and estate planning. After being introduced to the client service industry at Calibre, I knew that I wanted to continue my career working with clients, so in 2010, I joined the Barry team as a Client Service Manager. I then obtained a Master of Science degree in Financial Planning from Bentley University and became a licensed Certified Financial Planner in 2013.

I’ve worked with many clients over the course of my nearly 10 years at Barry Investment Advisors and there is nothing that makes me happier than knowing that, as their financial planner, I was able to help them achieve their financial goals. When not at work, I enjoy traveling and spending time outdoors with my husband and our son, Brayden. The best piece of financial advice that I’ve received is to start contributing to a Roth IRA and/or a 401(k) as soon as possible.

Post-Secondary Education

Villanova University / B.S., Finance
Bentley University / M.S., Financial Planning
Certified Divorce Financial Analyst®

Recent Business Background

Barry Investment Advisors / 2014 - Present
Barry Investment Advisors / Client Service Manager, 2010 - 2014
Calibre Advisory Services, Inc. / Associate, Financial & Estate Planning, 2004 - 2009
Pioneer Investments / Mutual Fund Accountant, 2002 - 2004