Barrett Wealth Connection Advertising Profile
Barrett Wealth Connection Company Overview:
Amys career spans thirty years including owning a membership at the Chicago Board of Trade and asset management for Lotsoff Capital Management, a Chicago-based investment manager. In the past, she had held positions of Director of Investments, Chief Investment Officer, Principal and Financial Advisor. She speaks on a wide variety of topics at national and local venues. Amy is a contributor to the Wall Street Journal, Forbes, and other media outlets including television, the Internet, and radio. Amy holds a Master of Business Administration degree from the University of Chicago where she specialized in finance and policy, and a Bachelor of Science degree from Cornell University. She has been awarded the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP®) certificate. In addition, Amy has earned the Certified Divorce Financial Analysts (CDFA) certificate. She received training as a Mediator certified by DePaul University and trained in the Collaborative Law Process. Amy founded Barrett Wealth Connection LLC. in 2012 to provide financial planning, investment management, and personalized consulting to individuals, corporations, not- for-profit organizations, and foundations. In a world that is rapidly losing the personal touch, the company offers excellent one-on-one service resulting in close client relationships. In her free time, Amy enjoys being around her family, actively contributing to several not-for-profits, riding her horses, traveling, and reading.
Primary Address
2002 Holian Drive
Spring Grove, IL 60081
Barrett Wealth Connection Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Barrett Wealth Connection. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Barrett Wealth Connection's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Barrett Wealth Connection have?
Barrett Wealth Connection has 1 unique brands.
How much does Barrett Wealth Connection spend on media?
It is unknown how much Barrett Wealth Connection spends on media.
Barrett Wealth Connection Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Barrett Wealth Connection marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Barrett Wealth Connection?
The chief marketing officer at Barrett Wealth Connection is N/A.
How big is the Barrett Wealth Connection Marketing Team?
There are 1 staff members currently involved in marketing for Barrett Wealth Connection.
Barrett Wealth Connection Ad Spend 2025
This section digs into the specifics of the advertising spend at Barrett Wealth Connection and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Barrett Wealth Connection Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Barrett Wealth Connection, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Barrett Wealth Connection Media Mix
Explore a detailed breakdown of the last 12 months media spending for Barrett Wealth Connection across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Barrett Wealth Connection Social Media Marketing Ad Spend
See whether Barrett Wealth Connection is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.