Barb makes client satisfaction her number one priority. She knows that our clients’ time is valuable, so she strives to address their requests in the most timely, efficient and accurate manner possible to help them accomplish their goals with less stress.
Barb brings extensive customer service and industry experience to her role, assisting clients with a broad range of administrative needs. She is here to help clients with things such as: establishing new accounts, asset and funds transfers, client information updates such as address or beneficiary changes, and assistance with online access, banking and gathering of tax documents.
Barb has been in customer service for over 35 years and began her financial services career in 2004 with Smith Barney. She holds Series 7 and 66 securities licenses, and is a notary public. Barb joined Raymond James in 2009, where she held numerous positions, including registered client service manager, office manager and registered operations associate.
Originally from Two Harbors, Minnesota, Barb is a true “Northern” girl. In 1988, she relocated to Duluth where she has lived with her husband of many years, Tony. Together, they raised four well-rounded boys, who have blessed them with 10 amazing grandchildren. In her free time, Barb appreciates spending time with her family, simple gardening, cooking, music festivals of many genres, and appreciating the true beauty of Northern Minnesota as a free spirit on a Harley-Davidson.