Barbara Treadwell _ Certified Financial Planner<SUP>TM</SUP> - Home page
 

 

 

Check the background of this investment professional on FINRA's BrokerCheck.

"Even if you're on the right track, you'll get run over if you just sit there."
- Will Rogers


"The New York - Savannah Connection" 


 


Prior to her 25-year career in the financial arena, Barbara Treadwell worked for 15 years in psychological services, counseling terminally ill patients and their families. Barbara saw first hand what can happen to families who have not had sound financial advice, and it led her to a second career as a financial services professional. She is convinced that the only viable path to wealth, happiness and success is sound financial engineering.

For two decades, Barbara lived and worked in New York City helping people create, distribute and conserve wealth. She is a leading marketer of financial products, a frequent industry speaker and is published on topics ranging from estate analysis to business succession strategies. In the new millennium Barbara moved to Savannah and now divides her time between the North and South operations.

Barbara is the mother of three children and grandmother of five. She is actively involved with charitable work for retarded persons, as well as mentoring an inner city high school student. She is a bicyclist and time permitting loves to read, travel and be with her friends and family.

Her credentials include:  

Designations/Certifications

  • Certified Financial PlannerTM
  • Certified LEAP® Practioner
  • Registered Employee Benefits Consultant
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Chartered Advisor in Philanthropy

Professional Memberships

  • International Association for Financial Planning
  • Association for Advanced Life Underwriting
  • New York City Estate Planning Council
  • Planned Giving Group of Greater New York (PGGGNY)
  • Savannah Estate Planning Council
  • Society of Financial Service Professionals

© 2003 LEAP Systems  

© 2009 Barbara Treadwell, LLC 11 Houston Street Savannah, GA 31401 Phone: 912 236-1704
Email: Barbara@BarbaraTreadwell.com

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC.
Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. Barbara Treadwell LLC is not affiliated with APFS and APA.