Richard D. Barrett

Richard D. Barrett

    • Managing Director - Investments
    After earning his degree in business administration from Southern Illinois University, Richard Barrett began his career at the investment firm F.I. DuPont in Chicago. After three years, he moved his financial practice to Blunt Ellis & Loewi, a predecessor firm of Wells Fargo Advisors. In the past 40 years, he has been recognized for his production and for providing outstanding client service as a member of the firm's Chairman Circle of Excellence. Mr. Barrett has been featured in the Chicago Tribune's "Ask the Expert" column; was inducted into Southern Illinois University's School of Business Hall of Fame; graduated from the Securities Industry Association Institute held at The Wharton School; and lectured at the University of Illinois. Most recently he has been named to Barron's Top 1000 Advisors for 2009*.

    Active in his community, Mr. Barrett was the charter president of the Hinsdale Gateway Rotary Club, co-chairman of the Laidlaw School Board of Western Springs, member of the Oak Brook Association of Commerce and Industry, and director of the Ruth Lake Country Club. An experienced yachtsman, he has sailed worldwide. Mr. Barrett and his family live in Burr Ridge and attend Christ Church of Oak Brook.

    *The Barron’s Top 1000 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

    CA State Insurance#0A13782
    Resident State [IL]

    Education

    • Degree in Business Administration from Southern Illinois University
    Jessie J. Barrett

    Jessie J. Barrett

    • CFP
    • Managing Director - Investments
    Jessie Barrett is a professional Financial Advisor dedicated to helping his clients meet their financial goals. He takes the time to understand each client's unique investment opportunities and, through clear and frequent communication, strives to keep his clients' portfolios on track and toward their investment objectives.

    Jessie joined Wells Fargo Advisors in 1999, having previously worked for Van Kampen Funds in sales and marketing. He has also served as an intern on the Chicago Board of Trade with ADM, on the floor of the NYSE for LaBranche & Co. and with Wells Fargo Advisors' predecessor firms EVEREN and Kemper Securities. Jessie earned a bachelor's degree in history from DePauw University. He also has obtained his CERTIFIED FINANCIAL PLANNER™ certification.

    Jessie and his family live in Clarendon Hills. In his spare time, Jessie enjoys golf, running and sailing.  

    CA State Insurance#0E02435
    Resident State [IL]

    Education

    • BA in History from DePauw University