Barry founded Magnolia Capital Partners in Charlotte after almost a decade advising clients through Morgan Stanley Wealth Management, bringing that experience to build Magnolia Capital Partners. MCP is built on one principle: your financial success is his first priority. He holds a Bachelor of Science with Honors and an MBA in Finance from the University of Florida, and has been an active investor and financial planner for nearly three decades.
Barry's practice centers on retirement income planning, business exit and succession strategy, estate planning, and tax mitigation for high-net-worth individuals and families — but he's built a particular expertise working with professional athletes and coaches, having partnered with NFL players, coaches, and executives for more than a decade. Whatever the arena, Barry's approach is the same: understand what matters most to you, then build the strategy and the resources to get there.