It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
Senior Financial AdvisorVice President7414 HODGSON MEMORIAL DRIVESAVANNAH,
Learn more about an advisor’s background on FINRA’s BrokerCheck
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, NC, NY, OH, PA, RI, SC, TN, TX, VA, WY
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.