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David Barlow

Wealth Advisor

David is a native Australian who after studying at Charles Darwin University and a stint with the Australian Army moved to the United States in 2000. He is an active member of the Australian expat community in Boston and in his spare time enjoys playing cricket and soccer while attempting to coach his kid’s soccer teams. He currently lives in Chelmsford with his two children.

David joined Ferris Capital in 2016 as a Wealth Advisor. Prior to Ferris, David had served as Regional Director with BTS Asset Management providing investment solutions for advisors and their clients in the Midwest. It was with BTS that David discovered his passion for helping clients reach their financial goals and brought him to the independent, team-based environment that Ferris Capital offers.

How David Can Help

Investment Strategies
Stock Options
Wealth Transfer & Legacy Planning
Retirement Planning

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