Barlow Wealth Partners, LLC

Barry Barlow is a financial advisor with Barlow Wealth Partners, LLC in Louisville, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He previously worked at Merrill and Bank of America, N.A., spanning a combined total of 37 years. Outside of his advisory role, he serves as a board member and chair of the finance committee for West End School, a charitable organization for middle school inner-city African American boys. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm constructs customized portfolios emphasizing individual equity securities with a proprietary fundamental research process and offers services including investment management, financial planning, ERISA plan services, and estate-document preparation.

Frank Barlow is a financial advisor at Barlow Wealth Partners, LLC, holding Series 63 and Series 65 credentials with 18 years of industry experience. Prior to his current role since 2023, he worked at Bank of America and Merrill for seven years each. He serves as a director on the board of Junior Achievement of Kentuckiana, a charitable organization focused on youth education. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm creates customized portfolios emphasizing individual equity securities alongside fixed income and selective options, using a proprietary research process overseen by an Investment Committee.

Amy Jones is a CFP® and holds a Series 66 designation with 19 years of experience in the financial industry. She currently works at Barlow Wealth Partners, LLC, where she has been since 2023. Prior to this, she spent 14 years at Bank of America, NA, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated dating back to 2006. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm constructs customized portfolios emphasizing individual equity securities and employs a proprietary fundamental research process overseen by an Investment Committee with chartered analysts.

Christine Book is a financial advisor at Barlow Wealth Partners, LLC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Merrill for 23 years before joining Barlow Wealth Partners in 2023. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm constructs customized portfolios emphasizing individual equity securities, supported by a proprietary fundamental research process and oversight from an Investment Committee.

Christopher Mcintosh is a financial advisor at Barlow Wealth Partners, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 16 years before joining Barlow Wealth Partners in 2023. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm constructs customized portfolios emphasizing individual equity securities alongside fixed income and selective options, using a proprietary research process overseen by an Investment Committee.

Kelsey Doren is a Certified Financial Planner® at Barlow Wealth Partners, LLC with three years of experience in the financial industry. Prior to joining the firm in 2023, Doren spent several years working in the Kentucky Court of Justice and the Department of Public Advocacy. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management and financial planning, typically constructing customized portfolios focused on individual equities with some fixed income and options, guided by a proprietary research process overseen by an Investment Committee.