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Barbara Ann Tarmy

Williams Jones Wealth Management, LLC

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About Barbara Ann Tarmy

Barbara Tarmy is an Investment Advisor Representative at Williams Jones Wealth Management, LLC. Barbara has been in the industry since 1979 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Barbara is registered with the state of New York. Barbara holds a Series 7 and Series 63 license. Barbara previously worked at Neuberger Berman, LLC and Capital Counsel, LLC.

Firm Information

Barbara Tarmy is currently registered with Williams Jones Wealth Management, LLC. Williams Jones Wealth Management, LLC is a wealth management firm headquartered in New York, NY. They provide a range of services including financial planning, portfolio management for businesses and individuals, and pooled investment vehicles. They also offer other services including credit and cash management solutions, and insurance solutions. The firm manages over $10 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals. They are registered with the SEC and have a team of 19 investment adviser representatives.
Williams Jones Wealth Management, LLC

717 FIFTH AVENUE

NEW YORK, NY 10022

$10.57B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barbara Tarmy’s Registration & Firm History

NY

05/09/2021 - Present

Williams Jones Wealth Management, LLC (NEW YORK NY)

NY

06/14/2007 - 05/08/2012

NEUBERGER BERMAN LLC (NEW YORK NY)

NY

03/19/1996 - 10/31/2001

CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)

NY

05/03/1995 - 12/04/1995

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

NY

03/20/1992 - 06/27/1992

CANTOR & WEISS, INC. (NEW YORK NY)

NY

06/05/1989 - 02/10/1992

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

06/06/1986 - 06/27/1989

GOLDMAN, SACHS & CO. (NEW YORK NY)

NA

06/03/1982 - 06/16/1986

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

NA

11/01/1979 - 06/03/1982

SALOMON BROTHERS

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Licenses & Designations

BC

Issued 10/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barbara Ann Tarmy.
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