Barbara has been recognized for 10 years as one of the Top 10 Investment Advisors in Arizona by Arizona Business Magazine and is the founder of Biltmore Advisors. For more than 30 years, Barbara has advised business owners and investors in strategic investment management and comprehensive wealth planning.
Barbara has gained the respect and confidence of her clients through integrity and dedication to their needs. Her ability to listen and develop customized wealth strategies is the cornerstone of her success at a national level. Barbara takes pride in helping individuals align their investment strategy with their goals. This goals-based wealth management approach has proven successful in providing clarity and comfort to investors.
Barbara holds a B.A. and an M.S. from Florida State University. She has served on numerous association boards and has an extensive record of community service. As an avid car enthusiast, she is a supporter of the RPM Foundation. She is also a member, Silver Sponsor, and Membership Director of the Ferrari Club of America - Desert Region. Barbara has a strong passion for the arts and actively supports the Arizona Opera.
Investment Advisory Services offered through Mutual Advisors, LLC DBA Biltmore Advisors, an SEC registered investment advisor
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