Suzanne Barry is a Wealth Advisor with Focused Wealth LLC. As a dedicated Certified Financial Planner™ (CFP®) and Accredited Wealth Management Advisor (AWMASM), she is passionate about empowering individuals and families to pursue their financial goals and work toward building lasting security. With 10 years of experience in the financial services industry, Suzanne specializes in personalized financial planning, investment strategies, and wealth management.
Her approach is rooted in education, empowerment, transparency, and genuine care for my clients’ well-being. She takes pride in guiding clients through life’s milestones—whether planning for retirement, navigating major life changes, or building generational wealth. Her mission is to help simplify complex financial concepts and provide clear, actionable advice tailored to each client’s unique needs. Suzanne believes there is value in one-on-one in-depth relationships with someone dedicated to knowing who you are and what you want to accomplish; someone who knows your children’s names, how hard you worked to get where you are and how you view money and investing.
She is committed to building long-term relationships based on trust, integrity, and a shared vision for financial success. When not working with clients, you can find Suzanne hiking, spending time in nature with Jumpin’ Jack Flash – her golden retriever—traveling with her adult children, live music, socializing with family and friends, and continuing her own financial education to better serve those who rely on her expertise.
Suzanne previously worked at Merrill Lynch for almost 10 years as Vice President and Senior Relationship Manager, served as the Director of Marketing and Director of Knowledge Management at KPMG and President of The Consumer Trends Institute. She graduated from the University of Cincinnati with dual degrees in Marketing and Real Estate and currently hold the FINRA Series 7 and 66 securities registration with LPL Financial.
Let’s work together to create a financial future you can feel confident about!