MY MISSION STATEMENT
Experienced wealth planning services for your life and legacy goals
Experienced wealth planning services for your life and legacy goals
After spending 22 years in the trust department of a local bank, I decided that my work life needed a little change. Over the years as I had worked with clients and realized that building relationships was a natural for me. I wanted to do more of it and wanted to have a broad platform that gave me the opportunity to match my clients' needs with the financial solutions that most met their objectives. I wanted to be the point person for all of their needs and questions.
My background in investment management, trust administration and estate planning gave me a broad background to be a resource to clients. I decided to add the Certified Financial Planner and Chartered Retirement Planning Counselor designations so that I had a designation and distinction to be able to assure clients and prospects of my experience and credentials.
Securities Agent: AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Barb has been with Morgan Stanley Peoria, IL for 18 years.
My experience started with a local bank as a trust officer in their trust department. I have experience in trust administration, investment management and estate planning. As that bank grew, so did I.
I became the Senior Vice President and Manager of their Private Client Group which encompassed trust services, investment management and private banking.
I made the move to Merrill Lynch in 2002 and completed by Certified Financial Planner designation in 2006 and the Chartered Retirement Planning Counselor designation in 2008. Finally, I moved to Morgan Stanley in 2009.
As a planning based financial advisor, I work with clients in a collaborative way. We begin with conversations that uncover their hopes and dreams for their future and for their children and grandchildren. We focus on their desires and what they see their future looking like. Then, we build the framework for making it happen. We make sure that we stay in touch about their lives so that we can capture any personal and financial adjustments that we need to make. We plan for family celebrations, weddings, travels and all types of events. We plan for retirement and continually make sure that we are on track.
Life is uncertain and we want everyone prepared for the expected and the unexpected so we stress test our plans for results but we also try to anticipate sudden changes in life like births, marriages, deaths and disabilities. Leaving a family unprepared for the death or disability of their income source is not going to happen if we plan right.
Everything we do revolves around the idea of managing risk.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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