William D. Jarry
William D. Jarryage 39
Senior wealth director, BNY Mellon Wealth Management
- Ran the Boston Marathon in 2008
- Is a drummer in a band
- Is the oldest under-40 on the list
William Jarry, 39, is the veteran of this year’s 40 Under 40 class, and he sees himself as uniquely positioned as both part of the younger generation of financial advisers and a mentor to industry newcomers.
“I try to be a leader for the next generation of advisers,” he said. “At my age, I have enough experience to be helpful to them, and I’m young enough to still be able to relate to them.”
Mr. Jarry is a senior wealth director at BNY Mellon Wealth Management, where he has worked for the past four years, but he is in his 19th year in the financial services industry.
He credits his 12 years of experience assisting with middle-market mergers and acquisitions for helping him to better understand the challenges facing small-business entrepreneurs.
“So many advisers say they’re experts in M&A, but I’ve actually worked on over 100 deals,” he said. “I learned a lot about financial advice by helping entrepreneurs and business owners transition through the process of learning to live off the portfolio instead of off the business.”
Mr. Jarry is a founding board member of the Association of Merger and Acquisition Advisors in New England and a committee member for the Boston Estate Planning Council. As a board member and head of the development committee at Family Access of Newton, Mass., he is involved in building and growing its foundation and endowment.
He is also a member of the diversity council at BNY Mellon and has been a leader and mentor to several junior professionals on the wealth management team, which includes helping on the firm’s junior CFP program for younger professionals.
– Jeff Benjamin