Barbara Bart, CRPC®
Portfolio Advisor, PIA Program
Barbara’s passion for business and economics began in high school and continued through her college years, propelling her to complete her Ph.D. in Business Administration from the University of Georgia at an early age. Her interests fueled her love for teaching and research as a professor, and continues to serve as the motivation for her second career as a Financial Advisor at Merrill Lynch. Her career in the financial services industry began in 2007 and she continues to be committed to helping successful business owners, executives, professionals and university faculty define and achieve their personal and family financial goals.
Barbara holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and serves on the board of directors for the Savannah Estate Planning Council. As a Portfolio Advisor in the Merrill Lynch Personal Investment Advisory® (PIA) Program, she can manage proprietary model portfolios and tailor investment strategies to clients’ unique needs and goals.
Barbara recognizes the sacrifices of a professional practice, the successes and failures associated with business ownership, and the challenges that corporate leadership presents to men and women at various stages of their lives. She appreciates that a successful retirement or business succession plan includes emotional and financial components. An empathetic listener, Barbara gets to know multiple generations of clients’ families and understands what is important to them, their family and their business. She engages in conversations to define what a successful retirement really means and can help clients connect all of the pieces of their financial life to pursue their objectives.
Through her customized wealth management process, Barbara strives to help clients establish a goals-based strategy designed to grow, distribute and preserve their wealth. Backed by the vast resources and investment insights of Merrill Lynch and the banking strength of Bank of America, Barbara can develop strategies for the various life scenarios clients may face, including retirement income planning, education, insurance, philanthropy or wealth transfer issues. She can also provide access to banking and lending services.
Understanding the important life cycle events occurring among individuals and families, Barbara pledges to be there for clients with compassion and strength during the easy and difficult times. Her goal is to be a financial resource to give clients the confidence to make informed decisions about their money—today and in the future.
Barbara and her husband, Randy, live in Savannah, Georgia. They have two adult sons, Daniel and Matthew. In her leisure time she enjoys bridge, fitness, tennis, fishing and boating with her family. Active in her community, Barbara volunteers with Savannah Friends of Music, Telfair Director’s Circle, Leukemia Lymphoma Society and Business Network International (BNI). She is also a past board member of her synagogue and has served as president of its sisterhood.