Barry J. Morgan, JD, MBA

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Barry J. Morgan, JD, MBA

Investment Strategies
Tax Planning
Estate Planning


Business Owners


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2020 – 2024)

Barry Morgan is a senior wealth advisor at the firm.  Prior to joining the firm, he worked at a boutique financial and estate planning law firm. He works with many types of clients including corporate executives, technology entrepreneurs, retirees, and young families.  

Barry’s experience covers a broad range of topics including investment management, tax planning, estate planning, executive benefit strategies, retirement planning, and individual planning issues arising from mergers and acquisitions.  

Barry also serves clients D.K. Brede Investment Management, a Colony Group Company.  

  • Admitted to practice law in Massachusetts
  • Investment Adviser Representative (Series 66)
  • JD, Suffolk University Law School
  • MBA with a concentration in Finance from Clark University Graduate School of Management
  • BA in Psychology from the University of Hartford



Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.