Elizabeth Barrett has been President, CEO and Chief Compliance Officer of Sterling Wealth Advisors since July 1997, is a control person of the firm and directly owns 75% or more of it. Elizabeth Barrett holds a Master's degree in counseling psychology.
Sterling Wealth Advisors, Inc. is a Plantation, FL firm with $224M under management, 80 clients and 1 adviser across 3 offices, as of its April 2026 filing.
Elizabeth Barrett is CEO, President, and Lead Wealth Advisor of Sterling Wealth Advisors, Inc., based in Plantation, Florida. Her areas of focus are tax planning, estate planning, retirement planning, and investment management. She has served on the boards of The Financial Planning Association, The National Association of Women Business Owners, and The Business Advisory Council.
Professional designations
Listed by Sterling Wealth Advisors
- CFP®
- CKA®
Investment adviser representative registrations
Elizabeth Barrett is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 1998; the most recent is North Carolina, in October 2026.
- FloridaSince 8 September 1998
- North CarolinaSince 5 October 2026
- TexasResidentSince 22 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 1997 |
| Series 7 | General Securities Representative Examination | 13 December 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elizabeth Ann Barrett
- CRD
- 2826888
- Firm
- Sterling Wealth Advisors · CRD 124121
- Role
- President, CEO and Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlingwealthadvisors.com
Where does Elizabeth Barrett work?
Elizabeth Barrett has been President, CEO and Chief Compliance Officer of Sterling Wealth Advisors, Inc. since July 1997, and is a control person of the firm.
Is Elizabeth Barrett a financial advisor?
Yes. Elizabeth Barrett has a current investment-adviser registration in Florida, North Carolina and Texas, through Sterling Wealth Advisors since September 1998.
How many years of experience does Elizabeth Barrett have?
Elizabeth Barrett has 28 years in the financial industry, since September 1998, across 1 adviser firm.
What exams has Elizabeth Barrett passed?
Elizabeth Barrett has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in December 1996.
Is Elizabeth Barrett registered with FINRA?
No. Elizabeth Barrett has no current broker registration.
Is Elizabeth Barrett a CFP?
Sterling Wealth Advisors lists Elizabeth Barrett with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Elizabeth Barrett, MA, CFP®, CKA® biography, sterlingwealthadvisors.com
How can I verify Elizabeth Barrett’s record?
Search CRD 2826888 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Barrett’s full registration record.