Deborah Barnes
Financial Advisor (aka Problem Solver) | Private Wealth Management | Baird
- Role
- Financial Advisor at Baird
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Deborah Barnes
Deborah Barnes, a Wealth Manager at Baird, has over 20 years’ experience as a…
Experience
Financial Advisor
Feb 2016 — Present · Tampa/St. Petersburg, FL, US
Partner with clients. Create a Plan for goal-driven achievement. Provide Peace of Mind.I joined Baird’s Private Wealth Management Team in February of 2016, brings with me a long history and a deep understanding of wealth management issues. Prior to joining Baird, I provided successful individuals, families and business with accounting, financial and wealth management services as president of DMB Consulting, Inc. There, I built long standing relationships with clients whose combined net assets exceeded more than $250 million. My wealth and financial management experience, combined with my CPA and tax background, provides an exceptional level of expertise to serve my clients’ needs.The trusting relationships I build with my clients are exceptionally important to me. The partner relationship we build together is both professionally fulfilling and greatly appreciated. I assist my clients with their financial needs, concerns and purpose. In some cases, this involves solving an immediate problem with a short-term plan. In other cases, it involves creating a clear and direct path to successful achievement of long-term plans. In either case, it is the unique needs, concerns and purpose of my clients that drives the path to accomplishment. My focus is tailored to meet clients’ financial goals and provide peace of mind by taking care of the wealth creation, wealth preservation, and wealth transfers needs of my clients.Why Baird?I am proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.
Education
University of Houston
Bachelor of Business Administration (BBA)
University of South Florida
Master of Accountancy
Skills
- Cpa
- Asset Management
- Quickbooks
- Non-Profit Administration
- Operating Budgets
- Budget Forecasts
- High Net Worth Individuals
- Financial Analysis
- Financial Reporting
- Due Diligence
- Strategic Planning
- Accounting
- Small Business
- Return on Investment Analysis
- Investment Advisory
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