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Barbara Case, Private Wealth Advisor serving the Hingham, MA area - Ameriprise Advisors

Barbara Case

APMA, CRPC

Private Wealth Advisor

Vice President
South Shore Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7,63 and 65 Licensed
  • Life, Variable Annuity and Health Licensed

Education

  • Eastern Nazarene College, Quincy, MA - B.S. Business Management

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2015-2019

Previous experience

  • Moors & Cabot Investments, Senior Vice President, 2009-2013
  • RBC Wealth Management, Vice President, 2002-2009
  • UBS/ PaineWebber, Vice President, 1998-2002

Interests

    In my practice I focus on the multigenerational issues of the modern family. Due to my strong family bonds and friendships, I naturally build strong relationships with my clients and have a complete understanding of the needs they have now and in the future. My Italian heritage plays a great part in my relationship skills as I have always found the ease of conversation while cooking and sharing a good meal. My happy place is by the ocean; it is where I find my peace of mind. It is important that my clients realize that same peace of mind in their investment experience with me. I enjoy..... helping folks live the life they've earned.