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Barry Whitt, Financial Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Barry Whitt

Financial Advisor

Cardinal Pointe Financial Group
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 14 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans

Education

  • Bachelor of Science, University of South Alabama

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016
  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Labor Relations and Human Resources Manager, Mercantile Stores Company, Inc., 1975 - 1993

Interests

  • I collect antique maps.
  • I am a lover of history and politics.
  • And most of all, my wonderful wife, Jenny.

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide our clients every day.