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    Beau Barnett

    Philadelphia, Pennsylvania

    Associate Wealth Advisor

    Buckingham Strategic Wealth

    Specialties

    check markAccount Management

    check markBusiness Development

    check markSales

    check markSales Engineering

    check markSales Management & Operations

    Where I've Worked
    B

    Sep 2019 – Mar 2020

    Associate Wealth Advisor

    Buckingham Strategic Wealth
    L

    Apr 2018 – Aug 2019

    VP, Regional Director - Northeast

    Loring Ward (Buckingham Strategic Partners)
    L

    Aug 2016 – Dec 2018

    VP, Advisor Relations Development Manager

    Loring Ward (Buckingham Strategic Partners)
    S

    Aug 2015 – Aug 2016

    VP, Regional Consultant - Mid-Atlantic

    State Street Global Advisors
    L

    Aug 2011 – Aug 2015

    VP, Regional Director - Northeast

    Loring Ward (Buckingham Strategic Partners)
    L

    Jan 2010 – Jul 2011

    VP, Senior Regional Director - Mid-Atlantic South and Puerto Rico

    Lockwood Advisors (Pershing, LLC, a subsidiary of BNY Mellon)
    L

    Sep 2008 – Dec 2009

    VP, Regional Director - Mid-Atlantic and Puerto Rico

    Lockwood Advisors (Pershing, LLC, a subsidiary of BNY Mellon)
    L

    Jan 2007 – Aug 2008

    AVP, Investment Specialist - Investment Strategies Group

    Lockwood Advisors (Pershing, LLC, a subsidiary of BNY Mellon)
    L

    Jan 2005 – Dec 2006

    Regional Director - Mid-Atlantic and Puerto Rico

    Lockwood Advisors (Pershing, LLC, a subsidiary of BNY Mellon)
    L

    Nov 2003 – Dec 2004

    Internal Wholesaler

    Lockwood Advisors (Pershing, LLC, a subsidiary of BNY Mellon)
    Ameriprise logo

    Jul 2002 – Nov 2003

    Financial Advisor/Registered Representative

    Ameriprise
    Where I've Studied

    2008

    MBA, Finance

    Drexel University

    2002

    BA, English

    University of Delaware

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    Buckingham Strategic Wealth

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