As a wealth advisor for Raymond James, Barry Gross focuses on financial planning, investment management and retirement plans for individuals, businesses and nonprofit groups. He is also active with opportunities in alternative investments including private equity and hedge funds as well as offering access to banking and lending.
Prior to joining 1792 Wealth Advisors, Barry spent eight years with Morgan Stanley and 30 years with Merrill Lynch where he served as a financial advisor, branch manager, and managing director in marketing and corporate retirement plans. Barry was instrumental in building joint venture arrangements for the Retirement Group at Merrill Lynch, which became major sources of new relationships for the firm. Barry also served as resident vice president- ranch manager and managing director of a number of mid- to large-sized branch offices and complexes for Merrill Lynch throughout the country, and successfully recruited and guided business growth in all branches.
Barry is active in the community, volunteering time to the Children’s Specialized Hospital Foundation where he serves on both the board and the investment committee. He participates on the golf committee and is credited for raising over $1 million for the foundation through various events since 1997. He formally served on the board of the Hudson County Chamber of Commerce and was also the president of Fairmount Country Club where he remains a member. Barry is active with entrepreneurship and angel financing activities through his association with the Business Development Incubator (BDI) at New Jersey City University, and served on the board of the Garber Fund at Penn State, which invested in startups making initial and expansion capital investments.
Barry and his wife, Susan, reside in both New Providence and Ocean City, New Jersey. They have three daughters. Barry graduated from The Pennsylvania State University with a bachelor’s degree in marketing and economics.