About Barbara
Serving the Naperville area, Barbara provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Barbara works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Seasoned investment professional with experience in portfolio management and equity research. Responsible for providing investment management services utilizing a team of specialists in wealth planning, banking and trust administration to help clients achieve their financial objectives. Enjoys working with clients and providing outstanding service.
Education
DePaul University, Chicago, IL
Master of Business Administration, Finance
Master of Business Administration, Finance
Licenses & Professional Designations
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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