Meet the Team

Jennifer D. Barry, CFP® is a Partner and Managing Advisor at Connecticut Wealth Management, LLC (CTWM). For more than 30 years, she has guided clients through evolving market landscapes, helping them build comprehensive financial plans and investment strategies that support their long-term aspirations. She is committed to ensuring that clients and their families feel confident about their financial future. Jen’s approach is deeply collaborative and multigenerational, collaborating closely with clients’ attorneys, accountants, healthcare providers, and caregivers to ensure all aspects of their financial well-being are considered.

Jen’s work extends beyond financial strategies, serving as a partner and advocate for her clients through life’s transitions. She takes pride in mentoring and developing her teammates, fostering the next generation of advisors who uphold CTWM’s values.

Prior to joining CTWM, Jennifer was a Financial Planner and Investment Advisor Representative with Capital Strategies in Bloomfield, Connecticut. She was also President of a local investment firm, and earlier in her career, worked as an Information Director for Corporate Finance at Travelers.

Education & Certifications

Jennifer graduated from Hartford State Technical College and is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a Certification in Long Term Care (CLTC). She also holds a designation as a Certified Elder Planning Specialist (CEPS), which allows her to help families navigate the financial complexities of ageing.

Affiliations & Community Involvement

Jennifer is a member of the Estate & Business Planning Council of Hartford, and a member of the Connecticut Financial Planning Association (FPA). She previously served on the Advisory Board of the Franciscan Home Care & Hospice Life Center. She is a longtime advocate for early financial education and previously coordinated the FPA’s High School Financial Planning Program.

Jennifer has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2015, 2017-2024); the elite list appearing annually in Connecticut Magazine. She resides with her family in Bloomfield.

_{* The award is based on expertise, value for fee charged and overall satisfaction.}