Laurie Barry CFP

About

Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. That is why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Laurie calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.

Laurie has worked in the financial services industry since 1991 and functions as a Wealth Advisor for her clients and her team. She enjoys making an impact on the families and businesses she services by developing the right strategies to help them pursue their goals.

Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial Planner™ (CFP®) certification from the College for Financial Planning. Laurie is a member of the Professional Women’s Club of Chicago, where she served as past president, and for many years, served as a board member of the Local School Council for Chicago Public Schools. In addition, she is a Girl Scout volunteer and 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. She’s a supporter and contributor to the Avon Breast Cancer Program and Alzheimer’s Memory Walk.

Outside the office, Laurie and her husband, Mark, have two sons and a daughter. They keep busy with cheering on and coaching their children’s various sports teams, and spending time at the lake.