About Don Barrere

Don has been in the Financial Services industry and investments for 30 yearsworking with individuals and businesses, beginning his career in 1980 with Merrill Lynch in Atlanta, Lehman Brothers in Atlanta, and Morgan Stanley. He has a strong equity portfolio background, working closely with select clients to protect and grow assets.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.)