Explore your goals
You have priorities and we have the insights you need to keep them front and center.
It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
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
7414 HODGSON MEMORIAL DRIVESAVANNAH,
Barbara Bart, CRPC®Financial AdvisorPortfolio Advisor, PIA ProgramBarbara’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.
Barbara Bart is registered to do business in:AL, AZ, CA, CT, FL, GA, IL, LA, MA, MD, MS, NC, NY, OH, PA, SC, TN, TX, VA
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.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. 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 Merrill Lynch Trust Company 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, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.