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- Laurie P. Barry, CFP®
Laurie P. Barry, CFP®
Laurie P. Barry, CFP® is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. She has developed special relationships with her women clients, who represent nearly three-quarters of her Chicago-based practice. Over the years, Barry has reached out to women decision-makers at seminars and other speaking engagements, seeking to provide them with access to sound investment advice and the holistic wealth management resources of UBS.
Barry was named a 2017 Chicago Woman of Influence by The Chicago Business Journal for having a significant impact on her community and beyond and was named 2018 Top Wealth Advisor Mom by Working Mother for her ability to successfully balance work and family. In addition, she has been a reoccurring guest on WCIU-TV and has also appeared on the First Business News program and WGN Radio to discuss her views on the market as well as marriage and financial planning. She has also been featured in publications such as “Know When and How to Sell Your Business” on Entrepreneur.com, Fox News, and “Can you Afford to Get Divorced?” in Make it Better.
Active in her community, Barry has been a member of the Professional Women’s Club of Chicago (PWCC) since 2000 and further served as the president of the organization. She has volunteered with other organizations for women including Deborah’s Place, a Chicago women’s shelter, teaching women the basics of finance, and Between Friends, where she has completed 40 hours of domestic violence training and answered the crisis line for many years. Barry earned her bachelor’s degree from the University of Illinois, Champaign and is a Certified Financial Planner™. She holds the Series 7 and 65 securities licenses, as well as her life and health insurance license.