Barbara began her career in the financial industry in 1980 and has robust experience in banking and investments. As a financial advisor with Raymond James Financial Services at Quill Private Wealth, she aims to serve our clients with exceptional care and compassion. First and foremost an advocate for our clients, Barbara strives to help the families we serve to sustain and grow their wealth.
Highly knowledgeable in a broad range of insurance products, Barbara combines financial planning, portfolio management, retirement planning, alternate investments, 529 education savings plans and more to create customized portfolios that best suit our clients’ needs. She leads the team’s support staff in providing prompt and thorough assistance; this key role ensures their high-quality foundation of service.
A Virginia native, Barbara grew up in Hampton Roads and currently lives in Williamsburg. She enjoys spending her spare time with her children and grandchildren.