With more than five years of experience in financial planning and investment management, Barb Beckner has the accumulated knowledge and perspective to help you with your financial goals. Barb understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Barb will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Barb endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what she learns about you and your goals and an analysis of the current financial markets, Barb designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, puts it into action and manages its performance for opportunities to adapt to life changes and new goals.
Barb began her career in financial services in 1981 and previously spent 19 years with Edward Jones and one year with LPL Financial. Today, Barb provides financial and estate planning through the use of equities, ETFs, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A native of Newark, New Jersey, but raised in Miami, Florida, Barb today resides in Westcliffe, Colorado. Away from the office, Barb also enjoys her horses and riding in the mountains, hiking, skiing, and four-wheeling, among other outdoor activities.