Karr Barth Associates

Meet The Team

Ned Gallagher

Ned Gallagher, CFP®

Lester "Ned" Gallagher

Lester E. ‘Ned’ Gallagher IV joined his current broker-dealer, now Equitable Advisors, in 2008 after spending five years with Lockwood Advisors as a mutual fund program trader. He is a partner with Karr Barth Associates, Private Client Group Advisors where his focus is on the design and implementation of life insurance strategies for individuals, families and closely held business owners. In addition, Ned provides comprehensive retirement planning & wealth management services. He is also the Regional Vice President for The Bailey Group*, a leading national provider of collateral life insurance services for SBA & other commercial borrowers.

Ned is a Certified Financial PlannerTM Professional and a licensed insurance professional in 23 states. In addition, he is a Registered Representative and an Investment Advisor Representative with Equitable Advisors, LLC holding FINRA Series 7 & 66 registrations. He is licensed for securities in 8 states.

Ned attended Eastern University in St. David’s Pennsylvania where he earned his undergraduate degree in Business Management. His professional designation education was completed through The American College of Financial Services.

He lives with his wife, Diana, and two children, Skylar & Zachary, in Collegeville, Pennsylvania.

*The Bailey Group is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or any of its affiliated companies.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.