Barbara Baxter
Client Relationship Manager at Cedar Brook Group specializing in Wealth Management | Insurance | Client Support
- Role
- Client Relationship Manager at Cedar Brook Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Barbara Baxter
As a Client Relationship Manager with Cedar Brook Group, I enjoy helping individuals, families and business owners with their financial planning journey. As we move through different life experiences, our intrinsic desire to have security and freedom from worries never wanes. It is my passion to help clients through these stages of life. The Cedar Brook Group is one of the largest independent wealth management firms in the Cleveland region yet we focus our planning through a unique approach we call The Humanity Factor™. Our independent structure allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs rather than being limited by the products a single company has to offer. We are: •Objective: As an independent firm, our professionals focus on our clients’ best interests. •Service oriented: We provide highly customized solutions; each of our clients is unique. •Professionals: Our 50-plus professionals offer clients deep experience in each of our business practice areas. The Humanity Factor™ is our belief that by honoring you as the central figure in your own planning, together we can achieve unprecedented results.
Experience
Client Relationship Manager
Apr 2015 — Present · Cleveland/Akron, OH, US
As a Client Relationship Manager at Cedar Brook Group, I bring more than 25 years of experience in the financial services industry to my team. I come from three generations of financial services professionals. My career has focused on key planning areas such as long-term care, retirement, investment, estate, and insurance. Prior to joining Cedar Brook Group, I served as a financial planner with the Cleveland Financial Group, Cigna Financial Advisors, Key Private Bank & Investing, as well as Pruco Insurance Company. As a published author on the topic of Long Term Care, I share my knowledge when presenting to professional organizations throughout Northeast Ohio. I am an active volunteer in the Cleveland community, spending time with the Alzheimer\'s Association and various events for my Church. I am the founding member and the former president of the Women In Networking (WIN) organization.[Our compliance rules of engagement will not allow any endorsements or recommendations on LinkedIn in order to comply with SEC and FINRA regulations. My apologies for not sharing your kind words.]
Education
Cleveland State University
Bachelor of Arts (BA)
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