Morgan Stanley's National Marketing Council.Morgan Stanley's Midwest Advisory Council.Morgan Stanley's National Financial Advisory Council (FAAC):.Morgan Stanley's Prestigious President's Club.Barron's Top 100 Women Financial Advisors: 2007-2008.Forbes Best-In-State Wealth Advisors (IL): 2017-2021.Forbes Magazine Top Women Wealth Advisors: 2017-2021.She spends a lot time with family, including her wonderful nieces and nephews.īarbara's hard work and dedication to her clients has earned her the following awards:
Barbara enjoys travelling, playing guitar, and working out.
She is also an active member of College Bound Opportunities, a local nonprofit that assists and mentors area high school students through college. She is dedicated to educating families affected by the disease and implementing financial planning tools to prepare for this expense. She was also chosen by management to consult on client issues as a member of the Midwest and National Financial Advisor's Advisory Council.īarbara is very involved with the Alzheimer’s Association, Greater Illinois Chapter. In terms of firm recognition, she was named to Morgan Stanley’s prestigious President’s Club, representing the some of the top of the firm’s financial advisors. From 2017 to 2021, Barbara has been named in the inaugural listing of Forbes’ Top 200 Women Financial Advisors.
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She was recruited by Shearson in 1989 and has been with Morgan Stanley, or its predecessor firms, for over 31 years.īarbara has been featured repeatedly in various prominent magazines and on TV and radio shows, including Business First AM, WIND, WMAQ, and WTTW's Chicago Tonight. With over 36 years of experience in the financial services industry, Barbara focuses on providing wealth management for families, business owners, attorneys, physicians, couples preparing for retirement, and women who are in transition.Īfter graduating Magna Cum Laude from Boston University, Barbara began her brokerage career in 1984 as a financial consultant at Merrill Lynch in Chicago.
Finderīarbara leads a wealth management team for Morgan Stanley in Chicago. To learn more about our services and how we can help you reach your financial goals, please email J. Our team can offer our clients strategies designed to manage market volatility and enhance portfolio performance.
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We advise a wide range of professionals, including attorneys, physicians and business owners, and offer a full scope of personal wealth management and lifestyle advisory services.įor over 36 years, we have prided ourselves in not only creating a client’s personal wealth management plan, but working as their close financial advocate, rapidly responding and helping identify opportunities, and ensuring clients stay on plan to help them grow, preserve, and optimize all aspects of their wealth. The Finder Group at Morgan Stanley is a proud team of financial professionals who provide wealth management for individuals and families at all stages of life: those in the prime of their careers, individuals and couples preparing for retirement, and those transitioning to a new life phase.
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