William B. Prim, MBA

William B. Prim, MBA

Barry Prim is a Senior Client Consultant for Warren Averett Asset Management.

Barry is responsible for building and strengthening client relationships and growing Warren Averett Asset Management in the Montgomery area. Before joining the Firm, Barry’s previous experience included asset management, banking, client relationships, management and marketing. Barry resides in Montgomery with his wife and two children.

Education

  • Bachelor of Science in Business Administration, Economics
    Auburn University, Auburn, AL
  • Master of Business Administration
    University of Alabama at Birmingham, Birmingham, AL

Community Involvement and Recognitions

  • Alabama Shakespeare Festival, Board Member
  • St. James School, Vice Chairman of Board of Trustees
  • YMCA Soccer, Board Member
  • Family Sunshine Center, Former Board Chair
  • Leadership Montgomery
  • Stonier Graduate School of Banking, Graduate

Ask Me About

  • Why planning for generational transfer of wealth is so important
  • How diversification in your investments can protect you from event risk
  • How creating a trust can help, and sometimes hurt, your heirs
  • Why I believe Steely Dan’s album, Aja is the best album of all time
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