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Barry Sobel, CFP®

Barry Sobel, CFP®

Senior Vice President

Followers of Barry Sobel, CFP®2000 followers
location of Barry Sobel, CFP®United States

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  • Timeline

  • About me

    Managing Director at Alex. Brown- Raymond James

  • Education

    • University of Alabama

      1984 - 1988
      International Finance

  • Experience

    • A.G. Edwards & Sons, Inc.

      May 1989 - Sept 2005
      Senior Vice President

    • Deutsche Bank

      Jan 2005 - Sept 2016
      Managing Director - Asset and Wealth Management

      Became Alex. Brown 9/2016

    • Alex. Brown-Raymond James

      Sept 2016 - now
      Managing Director

      Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™"

      CFP Board
      Jan 1996

  • Volunteer Experience

    • Political Activism

      Issued by AIPAC
      AIPACAssociated with Barry Sobel, CFP®

    • Honorary Board

      Issued by Jewish National Fund
      Jewish National FundAssociated with Barry Sobel, CFP®

    • Volunteer

      Issued by United Jewish Federation of Utah on Sept 2016
      United Jewish Federation of UtahAssociated with Barry Sobel, CFP®

    • Executive Board

      Issued by Conexx: America Israel Business Connector on Jan 2012
      Conexx: America Israel Business ConnectorAssociated with Barry Sobel, CFP®

    • Volunteer

      Issued by Republican Jewish Coalition on Jan 2009
      Republican Jewish CoalitionAssociated with Barry Sobel, CFP®

    • Screening Committee

      Issued by Park City Angels on Sept 2017
      Park City AngelsAssociated with Barry Sobel, CFP®

    • Founding Member (one of many)

      Issued by PandoLabs on Jul 2019
      PandoLabsAssociated with Barry Sobel, CFP®

    • Board of Governors

      Issued by The Jewish Agency for Israel on Jan 2010
      The Jewish Agency for IsraelAssociated with Barry Sobel, CFP®

    • Whatever I'm asked

      Issued by Jewish Federation of Greater Atlanta on Apr 2000
      Jewish Federation of Greater AtlantaAssociated with Barry Sobel, CFP®

    • Board of Directors

      Issued by United Israel Appeal on Jan 2012
      United Israel AppealAssociated with Barry Sobel, CFP®