Barbara J. Delaney, AIF®

Barbara J. Delaney, AIF®


An innovative entrepreneur and respected business leader, Barbara J. Delaney has been navigating the financial world since 1981. Barbara’s firm FFOA was named Advisor Team of the year in 2008, and she was inducted into the Hall of Fame in 2011. In 2009, Barbara merged her firm with Avenir Equity and Wall Street Access and renamed the new firm StoneStreet Equity. Recently, Barbara formed StoneStreet Advisor Group to support their continuing efforts in supporting Worksite Financial Solutions, an innovative way to successfully engage participants in every step of their careers.

Always active in the financial community, Barbara is an active member of the Government Affairs Committee for NAPA which provides a collaborative forum for the retirement planning industry in Washington. Barbara is also on the JP Morgan Advisory Board and remains a sought after speaker who has appeared at numerous industry conferences and seminars. Barbara has also authored a number of articles for industry publications.

Professional Designations: Accredited Investment Fiduciary (AIF™)

Licenses: Life and Health, Series 7, 63, 65 and 24 registrations held through LPL Financial.

Education: B.A. in Business Administration and Economics from St. Thomas Aquinas College; attended graduate school at New York University’s Stern School of Business

Involvement: Member Government Affairs Committee of NAPA, Member Profit Sharing Counsel of America, Advisory Board for JP Morgan Retirement Plan Services

Honors: Advisor Team of the Year [2008] by Plan Sponsor Magazine, 2009 Most Influential Leaders in Qualified Plan Business by 401(k) Newswire, Advisor Hall of Fame [March 2011] by Plan Sponsor Magazine, 2014 Plan Sponsor Top 100 Advisors, ERISA 3(21) Advisor, DALBAR 3(21) Certified, Certified Behavioral Finance Analyst

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through StoneStreet Advisor Group, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Illinois, Massachusetts, Maryland, Maine, New Jersey, New York, Pennsylvania and registered as IAR in New Jersey, New York.