Pearl River, New York, United States
Contact Info
2K followers
500+ connections
About
Activity
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This month I am celebrating my 43rd anniversary working on Wall Street and specializing in retirement plans. It’s time to stop and think about this…
This month I am celebrating my 43rd anniversary working on Wall Street and specializing in retirement plans. It’s time to stop and think about this…
Shared by Barbara Delaney
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Exciting retirement income news! We've partnered with Pacific Life to create a new lifetime income solution using Franklin Templeton’s Goals…
Exciting retirement income news! We've partnered with Pacific Life to create a new lifetime income solution using Franklin Templeton’s Goals…
Liked by Barbara Delaney
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I am delighted to congratulate my friend and esteemed colleague, Sonal Desai, on being recognized by Forbes as one of the 2024 ‘50 Over 50’ in Women…
I am delighted to congratulate my friend and esteemed colleague, Sonal Desai, on being recognized by Forbes as one of the 2024 ‘50 Over 50’ in Women…
Liked by Barbara Delaney
Experience & Education
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StoneStreet Renaissance/ HUB International
View Barbara’s full experience
See their title, tenure and more.
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Volunteer Experience
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Team in Training
The Leukemia & Lymphoma Society
- 5 years 1 month
Social Services
Fundraising and marathon training coach for Team in Training
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Advisory Board Member
Make a Wish Foundation Metro New York
- 4 years 1 month
Children
Develop Fundraising opportunities to grant a wish to children with life threatening illnesses. Member Committee of Finance
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Honors & Awards
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2022 Plan Sponsor Magazine Advisor of the Year Close the Coverage Gap
Plan Sponsor Magazie
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Top DC Advisor Firm 2017
National Association of Plan Advisors
The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by
DC assets under advisement. -
2016 401(k) NAPA Leadership Award
National Association of Plan Advisors
Recognized by peers and Plan Sponsors as an industry leader
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2016 Top 50 Women Advisors
National Association of Plan Advisors
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2015 Top 100 Advisor Team of the Year
Plan Sponsor Magazine
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2015 Top 100 Women Advisors
National Association of Plan Advisors
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2014 Advisor of the Year
Employee Benefits News
Recognized for leadership on the development on Financial Wellness in the workplace
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2014 Plan Adviser's Top 100 Advisors with $500 mil AUM or more
Plan Adviser Magazine
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2014 Top 100 Advisor Team of the Year
Plan Sponsor Magazine
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2011 Hall of Fame - Adviser Teams of the Year
Plan Adviser Magazine
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2009-2016 Most Influential Leaders in Qualified Plan Business
401kWire.com
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2008 Retirement Plan Adviser Team of the Year
Plan Sponsor Magazine
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2008-2014 Plan Adviser's Top 100 Retirement Plan Advisers
Plan Adviser Magazine
Organizations
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NAPA
Government Affairs Commitee
- Present -
Global Retirement Partners
Member Firm
More activity by Barbara
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I’m honored to share my appointment to the WSJ CEO Council. While there will always be a voice inside my head that wonders, “why would anyone want to…
I’m honored to share my appointment to the WSJ CEO Council. While there will always be a voice inside my head that wonders, “why would anyone want to…
Liked by Barbara Delaney
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Flying home to LA at 38,000 feet I can’t help to reflect about how amazing and lucky this immigrant kid is to have the opportunity to champion the…
Flying home to LA at 38,000 feet I can’t help to reflect about how amazing and lucky this immigrant kid is to have the opportunity to champion the…
Liked by Barbara Delaney
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The look of a man who is getting it done. Way to go, Douglas E. Bermudez, C(k)P®, CPFA, CFS™ and the entire Strategic Retirement Partners team for…
The look of a man who is getting it done. Way to go, Douglas E. Bermudez, C(k)P®, CPFA, CFS™ and the entire Strategic Retirement Partners team for…
Liked by Barbara Delaney
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I’m excited to share that today I am transitioning to the role of senior advisor to the retirement business at BlackRock. It is a time for reflection…
I’m excited to share that today I am transitioning to the role of senior advisor to the retirement business at BlackRock. It is a time for reflection…
Liked by Barbara Delaney
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🎵 Don't be fooled by the stocks that we've got. 🎵 Led by CEO Jenny Johnson, our expertise goes well beyond traditional stocks and bonds. See how…
🎵 Don't be fooled by the stocks that we've got. 🎵 Led by CEO Jenny Johnson, our expertise goes well beyond traditional stocks and bonds. See how…
Liked by Barbara Delaney
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Amazing what happens when founders have a dream and collaborate with bold advisors and their clients! We are all focused on working in the best…
Amazing what happens when founders have a dream and collaborate with bold advisors and their clients! We are all focused on working in the best…
Liked by Barbara Delaney
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We are beyond thrilled to announce that Franklin Templeton has been honored as Asset Manager of the Year at the prestigious 2024 InvestmentNews…
We are beyond thrilled to announce that Franklin Templeton has been honored as Asset Manager of the Year at the prestigious 2024 InvestmentNews…
Liked by Barbara Delaney
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I have been fortunate to have worked in an industry that is challenging, fulfilling, and provides a sense of purpose. It feels good to help people…
I have been fortunate to have worked in an industry that is challenging, fulfilling, and provides a sense of purpose. It feels good to help people…
Liked by Barbara Delaney
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Welcome to Book Club. I cranked through a couple of books last week that had been on a stack on my side table. Bill Gifford and Peter Attia’s…
Welcome to Book Club. I cranked through a couple of books last week that had been on a stack on my side table. Bill Gifford and Peter Attia’s…
Liked by Barbara Delaney
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Manufacturers joined with President Biden to deliver historic wins for our industry and our country. President Biden has also rallied the world to…
Manufacturers joined with President Biden to deliver historic wins for our industry and our country. President Biden has also rallied the world to…
Liked by Barbara Delaney
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