Joseph Barry completes his training and is appointed Account Executive at Merrill Lynch, Pierce, Fenner and Smith.
Joseph Barry opens new a branch office for Merrill Lynch in New Bedford, MA as Senior VP Manager.
Stock Market experienced one day 22% crash.
Joseph Barry creates one of the first comprehensive, financial planning-based Investment Management practices within a major Brokerage Firm, thereby eliminating commissions and conflict of interest.
In order to continue operating under a financial planning, fee-based business model, the Barry Team opens new branch office for A.G. Edwards in Dartmouth, MA.
September 11 Tragedy.
The Dot Com crash.
Patrick Barry leaves The Blackstone Group to join the Barry Team at A. G. Edwards.
Joseph and Patrick Barry form the Independent Advisor Firm, Barry Investment Advisors, in New Bedford, MA.
Global Financial Crisis. Dow Jones Industrial Average declines 34%. The firm's recognition of the debt bubble, and contraian treasury bond positioning protected client portfolios.
Patrick Barry assumes role as Managing Partner of Barry Investment Advisors. Joseph Barry continues to serve as Investment Analyst and of Counsel to the firm.
The Covid-19 pandemic brings about unprecedented market volatility
Kate Alves is appointed President of Barry Investment Advisors
Barry Investment Advisors celebrates 15 years as an independent firm