Campbell Capital Management
37yrs
Top advisor by experience in South Miami
23yrs
Barbara Ray
Full name on record: Barbara Jean Ray
Financial advisor at Bridge Generations Wealth Management
Based in South Miami, Florida, Barbara Ray is a fiduciary financial advisor with 23 years of industry experience. Barbara has been with Bridge Generations Wealth Management since 2024; before that, Barbara spent six years at Forum Financial Management and 14 years at Vantage Point Advisors. Barbara holds the CPA/PFS designation.
One of 23 advisors with offices in South Miami, and one of 18 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 57% of advisors in South Miami
Office5966 South Dixie Highway Suite 300, South Miami, FL 33143
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.52 million
Advisors at the firm4
States licensed ?1 state
Services through Bridge Generations Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowBridge Generations Wealth ManagementCurrent firm
- 2018 – 2025Forum Financial Management, LPPreviously
- 2004 – 2019Vantage Point Advisors, LLCPreviously
- Jun 2003 – Aug 2004Osaic Fa, Inc.Previously
Questions to ask Barbara
Tailored to Barbara’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Barbara
How do I contact Barbara?
Call Bridge Generations Wealth Management at (305) 666-9411 and ask for Barbara Ray. Barbara works from the South Miami, FL office.
How long has Barbara been a financial advisor?
Barbara has been in the industry since 2003, about 23 years. More experience than 57% of advisors in South Miami.
What licenses does Barbara hold?
Series 66. Tap any license on this page to see what it allows.
Is Barbara a fiduciary?
Barbara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barbara paid?
Bridge Generations Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Barbara for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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