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BARRY J OLFERN

Banking/Finance
Corporate
Management/Supervisor
HOLLYWOOD, FL
BARRY J OLFERN

Barry has lived in South Florida since 1956. He is a graduate of Florida International University where he studied international business and finance as well as sales and marketing.

In 1990, Barry joined Morgan Stanley where he successfully acquired his Series 7, 63 and Series 65 Register Investment Advisor. While at Morgan Stanley, he also obtained his Life, Health, and Variable Annuity licenses, which he still holds today.

In 1997, Barry completed his Series 9/10 for the NYSE Branch Managers supervision of branch activities, where he was promoted to Senior Vice President Branch Manager Florida Region. From 2000 to 2003, Barry completed The Wharton School of Business Management program for Morgan Stanley. In 2005, Barry left Morgan Stanley and opened Barry Olfern and Associates, Inc., a licensed insurance agency.

Barry’s focus was on developing his insurance agency with products in group health, voluntary benefits, life insurance and property and casualty.

In 2013, Barry joined and added LegalShield to his voluntary benefits portfolio and in 2015, Barry went full-time as a LegalShield Associate.

Barry has been recognized as one of the top Florida Group Producers and is part of the Group Special Forces. He has earned Performance Club bonuses and trips, and he has reached the Executive Director level. In 2015, Barry was named as a B2B Certification Trainer in Florida.