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Joel Barrett

Senior Wealth Strategist

Call: (214) 740-5800

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EXPERIENCE

Joel joined Northern Trust in 1999, and has over 30 years of combined financial experience within the investment and banking industries. For almost 10 years, his professional experience was with a major financial service provider in Dallas, where he held a senior management position and specialized in dealing with the fixed income securities markets.

EDUCATION

Joel graduated from Southern Methodist University.

CREDENTIALS

He holds a Certified Investment Management Analyst (CIMA) designation as well as FINRA Series 7 and 63 securities licenses.

INTERESTS

Joel and his wife Candi are reaping the benefits of being devoted parents to two sons (both Eagle scouts). They look forward to spending more time on the golf course together as they become "empty nesters".

EXPERTISE

Joel Barrett is a Senior Wealth Strategist at Northern Trust in Dallas. He is responsible for the development of investment management and fiduciary relationships. His areas of expertise include multigenerational wealth management consultation and comprehensive investment planning advice.

COMMUNITY INVOLVEMENT

Joel serves on the Board of Governors for the Dallas Estate Planning Council and is a Dallas Arboretum and Botanical Society board member. He is Chairman of the investment committee for the Arboretum's endowment fund and a member of the Executive Committee.

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