Barry Watson brings over 15 years of comprehensive financial knowledge to his role as a wealth advisor, specializing in helping clients achieve and maintain financial freedom through strategic planning and portfolio management. His approach centers on simplifying the complex financial world to help clients balance the demands of profession, family, and purposeful living.

Barry’s diverse career background includes experience at Ernst & Young, LLP in Kansas City, Missouri, a large Registered Investment Advisory firm in Lincoln, Nebraska, and an ultra-high-net-worth single-family office in Salt Lake City. Barry now serves as Vice President, Wealth Advisor at Sequoia Financial Group. This varied experience has equipped him with deep knowledge in portfolio management, investment analysis, tax planning, estate planning, and comprehensive wealth strategies.

As both a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER®, Barry combines technical precision with strategic thinking to deliver tailored solutions for his clients. He graduated with distinction from the University of Nebraska in 2005, earning dual Bachelor of Science degrees in Finance and Accounting.