Barbara began her career as a Financial Advisor with Waddell & Reed in 2010 after being a client of Waddell & Reeds for over 5 years.
She has been in the Financial Services industry for many years, with experience as a Real Estate Agent and a Mortgage Banker as well as wealth and investment manager, Insurance agent, and Financial Advisor.
She focuses on helping people establish a holistic financial plan to help pursue both immediate goals and long term needs. She believes her experience in real estate, college planning, and home ownership all allow her to help her clients anticipate multiple aspects of their decisions.
As a Financial Advisor at Waddell & Reed, Barbara maintains Financial Planning as a priority in the planning process and believes it is the key to a successful retirement plan. With a map towards the goal and annual reviews, she feels clients can be more confident that they are going in the right direction.
Barbara was raised in an Air Force family with 2 brothers and traveled all over the USA and even spent 1st Grade in England. Her parents worked hard to support the family and she has found inspiration in her Mother, who is a strong woman with a lot of good money habits that she taught her family. Barbara uses these habits in her practice today.
Her husband of 31 years is a "Prince Among Men" and they enjoy wine tasting, traveling, and gardening together. Barbara's son and daughter are both living and working in Tampa after completing successful college careers.
Associations and Memberships
Carrollwood Area Business Association Incoming President
Charity work within the community
Life and Health Insurance
- Bachelor of Arts
- University of South Florida
Investing involves risk, including the potential for loss of principal.
Waddell & Reed is not affiliated with any other entities referenced.