Barry Meyers CRPC®

Partner

Barry has extensive experience in the financial services industry. He was a "Wall Street" guy who moved to Louisville to join Capital Holding (later renamed Providian). While there, Barry served as SVP of Retail Marketing and President of Capital Holdings Securities Corporation.

Prior to joining Advantage Investment Management in 2012, he was the Chief Marketing Officer of the Lifetime Income Solutions Group (Western & Southern Financial Group). His primary duties included managing the financial planning practice, lecturing at national/regional planner conferences and conducting intensive training sessions for planners on the topic of retirement income planning.

Barry enjoys reading, exercise, going to the theater and sporting events, listening to music and playing golf. Barry is married to his best friend Shelley and they live with two spoiled Yorkshire Terriers who allow them to share their home in Prospect. He serves on the Kentucky Center for the Performing Arts Endowment Board.

Check Barry's background on FINRA's Broker Check.