People

John Barrett

John Barrett

Formal First Name
John
Link
Dates
1963 - present

John Barrett, CAP®, CIMA®, CRPC®, joined Merrill Lynch Wealth Management in 1986. He develops disciplined and long-term investment strategies for his clients, and guides philanthropic organizations through wealth management strategies. John also offers access to philanthropic consulting through the Bank of America’s Institutional Investment & Philanthropic Solutions Group. He has been a featured speaker at the Securities Industry Association’s conference at The Wharton School, and serves on the firm’s Global Institutional Consulting Advisory Council to Management.

Professional Experience


Academic History

  • Forbes Top 250 Wealth Advisors, 2o18
  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Barron's Top 100 Financial Advisors, 200-2020
  • Financial Times Top 400 Financial Advisors
  • Series 63 and Series 65 licenses


Licenses and Certifications