CTFA® (1), VICE PRESIDENT AND TRUST OFFICER
Barbara is responsible for administering accounts, including estates, livings trusts, irrevocable trusts, investment management and custody accounts and assisting clients in achieving their financial planning objectives. Prior to joining Seacoast National Bank in 2001, Barbara worked in the legal field for nine years.
She graduated from the Florida Graduate Trust School with a CTFA (1) designation and attended Indian River State College and has a degree in Paralegal studies. Barbara is an active member of Council on Aging Finance Committee, Alzheimer’s Community Care and is the Past President of Martin County Estate Planning Council.
(1) Certified Trust and Financial Advisor (CTFA) is a prestigious designation awarded to candidates who pass a comprehensive and challenging exam in fiduciary responsibilities, personal finance, insurance, estate planning, tax law and investment management
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investments Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit