Barry William Smith Jr.
Advisor at Merrill — Glenwood Springs, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
36 years
Location
Glenwood Springs, CO
Merrill
Institution
Barry Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management with more than 20 years of experience. He works with high-net-worth individuals across Texas and 25 other states, developing integrated wealth management strategies tailored to clients’ personal and professional goals. Barry has built long-standing relationships with clients that often span multiple generations, and he leads a multi-generational team including his son, Barry III, to ensure continuity of service for client families.
Before joining Merrill Lynch, Barry was a Certified Public Accountant and worked in institutional sales for seven years, providing him with a perspective that supports clients in addressing tax consequences and market volatility. He helps translate complex financial principles into clear concepts to give clients confidence in their investment decisions. Barry’s areas of focus include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, investment strategy, tax minimization, and retirement income.
Barry earned a Bachelor of Business Administration degree in Accounting from the University of Texas at Austin. Originally from Dallas and raised in Houston, he resides in Houston with his wife, Mary, and their son. Barry enjoys basketball, bicycling, hiking, racquetball, tennis, and spending time with his family. He also helps manage a scholarship fund that provides tuition support for medical students.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Glenwood Springs, CO
Glenwood Springs CO
Advisors at this office
1
Colorado · Texas
36 years of industry experience
Bank of America, NA
2009 - Present • 17 years
Houston, TX
Merrill
1997 - Present • 29 years
Houston, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")