RLP Wealth Advisors, Sustaining What Matters™ RLP Wealth Advisors, Sustaining What Matters™

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John Barrett, CFP®

Mr. Barrett currently serves as a Wealth Advisor at RLP Wealth.   In this role, John will provide comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, foundations and endowments. John joins RLP with over 20 years of experience in the financial services industry. Most recently, he was a private client advisor with Wilmington Trust in New York City and Connecticut. Previously, he was managing director with US Trust.  John has also held advisory positions at First Republic Bank, TD Bank Wealth Management and JP Morgan Chase Private Bank.

John is a Certified Financial Planner™ practitioner and holds a General Securities Series 7 and the Investment Advisory Series 65 license. He was named one of Private Asset Management magazine’s “Rising Stars” in 2014.

John also is involved with Orphan’s Heroes, a not-for-profit organization that provides education, housing, and support to children who have been orphaned and abused.