Barbara Wickman
Executive Assistant Client Service Manager, RJFSYou can count on Barbara to use her years of client service experience in wealth management to help you organize your finances in order to empower your decision-making. You can always expect her to go the extra mile in providing service and information. Barbara holds an Associate of Science Accounting degree that helps her manage the financial information and data related to her job in serving clients. She confidently guides clients, helping them to carry out planning recommendations.
In 1988, Barbara began her career in finance, working in the accounting and loan department of First Federal of Charlotte County. She later joined First of America Bank, where she rose to the position of assistant branch manager. With nearly a decade’s worth of experience in serving the financial needs of others, Barbara began working with Laura in 1996, and, along with Laura, joined Raymond James in 1997. To further her financial knowledge, Barbara also accomplished her Series 6 license in 1997.
Originally from Pittsburgh, Pennsylvania, Barbara moved to Port Charlotte in 1988. Outside the office, Barbara enjoys spending time with her two grand-boys in High Springs, FL being their Me Maw. She is also a committed Steelers fan.
Raymond James is not affiliated with the above organizations and/or charitable causes.
