Find an Expert

Find an Expert

Find an Expert

Find an Expert

Barry Proctor serves as a Financial Advisor and uses his extensive investment knowledge and expertise to provide prudent and sound advice to his clients. He concentrates on investments for individuals, pension and retirement plans for small businesses, IRAs/401(k) rollovers. In addition, Barry often works in conjunction with attorneys and accountants in assisting clients with their tax and estate plans.

Prior to founding the Gurnee office in 2005 and a second office in Antioch in 2009, Barry was employed at Wachovia Securities in Gurnee for over 12 years. He holds FINRA Series 7, 63, and 65 Licenses, in addition to Illinois and Wisconsin Life and Variable Contracts Insurance Licenses. Barry is a graduate of the University of Illinois at Urbana-Champaign. He resides in southeastern Wisconsin with his wife, Laura.


 

Request an Appointment

Ready to start a conversation?

Call us at 847-549-1578 or: