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Senior Financial AdvisorVice President7414 HODGSON MEMORIAL DRIVESAVANNAH,
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Barbara Bart, CRPC®Vice PresidentSenior Financial AdvisorThe SMJ Wealth Management TeamBarbara focuses on serving the unique wealth management needs of business owners, professionals, and corporate executives. She recognizes the sacrifices of a professional practice, the successes and failures associated with business ownership, and the challenges that corporate leaders face as they try to balance their business and personal financial goals and commitments. As a retired Professor of Business Administration at the University of Georgia, Georgia Southern, and Savannah State, she brings a unique ability to help them understand and address their complex financial issues.Barbara joined Merrill Lynch in 2009 and has been working in the financial services industry since 2007. She is a member of the SMJ Wealth Management Team in the Savannah, Georgia office of Merrill Lynch. Together they follow a goals based approach to wealth management -- engaging in client conversations to identify how they envision retirement and how they want to help their families, employees, and/or their communities. Passionate about delivering excellent service, Barbara works diligently to help each client make informed decisions and stay on track to achieve his/her goals. Barbara and her husband, Randy, have lived in Savannah for over 35 years. 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 both her profession and community, Barbara serves on the board of directors of the Savannah Estate Planning Council and the Steward Center for Palliative Care. She received her Ph.D. in Business Administration from the University of Georgia and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation*.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Barbara Bart is registered to do business in : AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MS, NC, NY, OH, PA, RI, SC, TN, TX, VA, WY
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