Barbra has been devising financial, tax and estate-planning strategies for more than 30 years and has worked on some of the most recognizable financial firms in the country, including Morgan Stanley, UBS, Van Kampen American Capital and John Hancock.
Barbra advises individuals, couples, domestic partners and small-business owners, providing them with investment, retirement and insurance-planning solutions. She also shares her insights and experience on these topics and a guest speaker at numerous community and professional events throughout South Florida each year.
Originally from New York, Barbra graduated from the University of Florida with a Bachelor of Science degree in Finance and now lives in Fort Lauderdale with her son. She is an avid traveler.