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Barbara joined Campbell Wealth in January 2017 as a Client Services Associate. Barbara comes to Campbell Wealth with 25+ years of experience in the financial services industry. She spent most of her career in banking and for the past 14 years as a Private Banker with BB&T. At BB&T she earned several professional licenses and the Chartered Financial Consultant designation.
In her role as Client Services Associate, Barbara is responsible for assisting clients with any paperwork procedures, new account implementation and processing. Barbara also assists clients with operational issues such as, online access, account documentation and distributions.
Barbara lives in Springfield with her husband, Patrick and their Bichon Frise, Barney. She enjoys cooking, reading and outdoor activities, such as biking and hiking.
As a member of the Client Service Team, Barbara helps in maintaining and enhancing client relationships.