that are consistent with their unique objectives and risk/reward tolerance. She works with individuals and families incorporating education and retirement planning, estate planning in conjunction with the clients’ CPA’s and attorneys, life insurance analysis and fixed income investing. For businesses, Barbara provides solutions for cash management, retirement plans and business succession planning.
Barbara stresses a long-term approach to investing based upon asset allocation and diversification. Client relationships are built on trust, integrity and satisfaction.
Barbara joined Merrill Lynch in September 2008 from Smith Barney where she practiced as a financial advisor. She has over 20 years of investment experience, ranging from equity research analysis to Institutional portfolio management, and holds an MBA and a BS in finance from the University of Baltimore.
A Baltimore native, Barbara lives in Howard County, MD with her husband and family.