Kate A. Alves CFP®


I’ve been working with Joe Barry for just over 25 years.  I started doing trades (and manually reconciling them on paper!), went on to obtain my CFP and served as a Financial Planner and am currently a Financial Advisor for the firm.  My experience at the firm has been nothing short of rewarding. I love working with my clients and knowing their “story,” whether it be about their family history, their interests or their financial picture.  I find it very gratifying when our team can help clients move towards financial freedom.

I grew up in East Freetown, MA and still reside in Southeastern Massachusetts with my husband, my two sons and last, but not least, our beloved dog, Lilly.  I am an avid New England Patriots fan and can be found at most of their home games. I also enjoy cross-fit, spinning, golf and traveling – specifically to Aruba. The best piece of financial advice I’ve received is to “buy a company on sale and then be patient.”

Post-Secondary Education

University of Massachusetts Dartmouth / B.S., Finance

Recent Business Background

Barry Investment Advisors / President, 2020 - Present
Barry Investment Advisors / V.P. Financial Advisor, 2014 - 2020
Barry Investment Advisors / V.P. Financial Planning, 2007 - 2014
A.G. Edwards / Sr. Financial Associate, 1999 - 2007
Merrill Lynch / Sr. Financial Associate, 1992 - 1999