Barry Prim, MBA

Barry Prim is a Partner and a Senior Client Consultant for Waverly Advisors. Barry is responsible for building and strengthening client relationships and growing Waverly Advisors in the Montgomery area. Before joining the Firm, Barry’s previous experience included asset management, banking, client relationships, management and marketing. Barry resides in Montgomery with his wife and two children.

Education

• Bachelor of Science in Business Administration, Economics
  Auburn University, Auburn, AL
• Master of Business Administration
  University of Alabama at Birmingham, Birmingham, AL

Community Involvement and Recognitions

• Child Protect, Board Member
• St. James School, Former Board Chair
• Family Sunshine Center, Endowment Board and Former Board Chair
• Salvation Army, Board of Directors
• Leadership Montgomery
• Stonier Graduate School of Banking, Graduate

Ask Me About

• Why planning for generational transfer of wealth is so important
• How diversification in your investments can protect you from event risk
• How creating a trust can help, and sometimes hurt, your heirs
• Why I believe Steely Dan’s album, Aja is the best album of all time