Barbara Baxter is enjoying over 23 years in the financial services industry, and is now serving as a Client Relationship Manager for her team. Barbara comes from three generations of financial services professionals. Her career has focused on key planning areas such as long-term care, retirement, investment, estate, and insurance.
Prior to joining Cedar Brook Financial Partners, LLC, Barbara served as a financial planner with the Cleveland Financial Group, Cigna Financial Advisors, Key Private Bank & Investing, as well as Pruco Insurance Company.
Barbara’s list of certifications include life insurance, health insurance, and variable annuities licenses in the State of Ohio. She holds a FINRA Series 7 and 63, as well as the Life Underwriting Training Council accreditations.
As a published author on the topic of Long Term Care, Barbara shares her knowledge when she presents to professional organizations throughout Northeast Ohio. She is an active volunteer in the Cleveland community, spending time with the Alzheimer’s Association and various events for her Church. Barbara is a founding member and the former president of the Women In Networking (WIN) organization.
Barbara has two sons and resides in Aurora.