Barry Wind
Jeremy A. Pearce
Financial Advisors

CONNECT

Address:

6930 Carroll Avenue, Suite 416
Takoma Park, MD 20912

Phone:

(479) 595-3030

Fax/Other:

(413) 647-2717

Our Team

Jeremy A. Pearce specializes in socially responsible investments, helping clients create their personalized financial plans, investment policy statements, and investment portfolios. He regularly participates in panel discussions on SRI and impact investing, hosts seminars, and publishes articles to promote socially responsible investing and financial wellness. Jeremy particularly enjoys helping new investors become comfortable with the principles of financial planning and investing. Jeremy is the a co-founder of SharePower Responsible Investing and for ten years, he has helped his clients accomplish their goals and drive positive social change. Jeremy holds professional licenses as a Series 7 Registered Representative and a Series 66 Registered Investment Advisor. Jeremy grew up in Tulsa, Oklahoma. Before moving to Washington, DC in 2006, he served as a Peace Corps Volunteer in Bangladesh.

Barry Wind is a socially responsible financial advisor with fifteen years of experience. As a SharePower Responsible Investing co-founder, Barry provides financial and insurance products and services to clients throughout the Washington/Baltimore region. His professional experience includes almost twenty years as a corporate executive with several of the nation's largest firms, including Sears, Freddie Mac and MCI.  Barry has professional licenses as a Series 7 Registered Representative, a Series 66 Registered Investment Advisor Representative and is a licensed agent for life, health, disability, long term care insurance and variable annuities. He has a BA from Colorado College and a Master of Management degree from Kellogg Graduate School of Management, Northwestern University. He was born and raised in Bethesda, MD and currently resides in Chevy Chase, MD.

SharePower Responsible Investing, Inc. is comprised of full-service financial advisors with a common vision of bringing socially responsible investing to individuals, families, small businesses and nonprofits who wish to harmonize their values with their investments. Collectively owned by all member advisors and support staff, we serve our clients, not Wall Street. While we offer all of the programs and services you would expect from any of the major financial institutions, SharePower Responsible Investing, Inc. is also one of very few financial firms in the United States that has committed to the United Nations Global Compact, a pledge to commit our resources to further human rights, labor rights, environment and social justice.  In addition to socially and environmentally screened investments, SharePower offers a variety of community investment and philanthropic giving alternatives, further promoting sustainable development for communities in need throughout the United States and around the world.

Cambridge Investment Research, Inc. is an independent, privately-controlled broker-dealer with over 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of clients across the United States. As an industry leader, Cambridge strives to create a workplace that reflects its four core values of integrity, commitment, flexibility, and kindness. Cambridge has been honored as ‘Broker Dealer of the Year' for 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine. [1]

 
[1] Investment Advisor magazine, 2016,2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker”dealer becomes eligible for this honor only after a minimum of 10% of its producing rep”advisors cast valid ballots. The ballots rate the broker”dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker”dealers receiving the highest marks in each of four are declared Broker”Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of rep/advisors. Visit advisorone.com.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck