Al Barbato

Al is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. Al focuses on helping his clients work toward improving their current situations and and striving for their financial goals. 

Al uses a wide array of products and services in order to build strategies for clients. He uses a customized approach in helping clients pursue their goals as he believes that while products are similar, clients have goals that are unique to them and their families. Al provides a comprehensive view of all aspects financial services including retirement planning, estate preservation, educational planning, and wealth transfer strategies.

Al joined TruMark Financial Wealth Advisors in 2022, and has over 30 years of experience in the financial services industry in both retail and wholesale parts of the business

He earned a Bachelor’s degree from the University of Louisville in Louisville, KY. He holds a Series 7 General Securities registration, Series 65 and 63 registrations through LPL Financial as well as Pennsylvania Life, Accident, and Health Insurance Licenses. Al is Securities Licensed in DE, FL, MD, NY, NJ and PA

In his free time, Al enjoys spending time with his family and friends.