Sterling Barrett

954.771.1313 ext. 1

Sterling recently joined our firm as an Associate Wealth Advisor following his graduation from Liberty University's Honors Program. He earned dual bachelor's degrees in accounting and financial planning and has passed the Securities Industry Essentials (SIE) and Series 65 examinations. 

He was awarded Liberty’s Outstanding Graduate Award for his exceptional leadership skills. He is Money Guide Pro Certified and is currently pursuing his CERTIFIED FINANCIAL PLANNER® (CFP®) designation. These accomplishments reflect his commitment to develop the knowledge and expertise necessary to serve clients with excellence throughout his career. 

Sterling’s background in accounting and financial planning provides a strong foundation for addressing the complex tax, retirement, and estate strategies integral to comprehensive wealth management. As part of our advisory team, he is involved in onboarding new clients, participating in client meetings, and developing financial plans. He is also involved in the financial and compliance aspects of firm operations.