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portrait of Gene Kelly Barner
FINANCIAL ADVISOR

Gene Kelly Barner

144 N E Ernst St Suite C, Oak Harbor, WA 98277opens in a new window
Accepting New Clients
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About Gene Kelly

I first started my practice in Oak Harbor in July 2003 after leaving the U.S. Navy, where I served as a Naval Flight Officer.

I have since been very active in the community as a member of the Police Community Advisory Board, the Whidbey Health Foundation Board and the Oak Harbor Chamber of Commerce. I also support several local charitable organizations.

I along with my team provide individualized financial services that address long-term needs and goals. I am dedicated to and have achieved a very high level of client satisfaction.

I am focused on serving the community and rely on my interpersonal communication...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2009 to Current

Education

  • St Leo UniversityBachelor of Arts
  • St Leo UniversityBachelors

Personal Interests

  • Archery
  • Aviation
  • Car Restoration
  • Cycling
  • Hunting

Team Members

  • Lisa Hill
    Branch Office Administrator

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Office Information

Phone

(360) 675-8239

Fax

(877) 347-2548

Office Address

144 N E Ernst St Suite C
Oak Harbor, WA 98277opens in a new window

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