Barbara Fleming

Barbara Fleming, CFP®, is a Senior Vice President in Wealth Management and Portfolio Management Director at Morgan Stanley, where they have worked since 1990. With over three decades of experience, Barbara focuses on helping clients preserve, manage, and build wealth through personalized investment strategies. They hold a Bachelor's degree in Business Administration with a concentration in Finance from California State University, Long Beach, and have completed The Wharton School's Senior Account Executive Program. Additionally, Barbara has previously worked as a Trading Assistant at Jefferies from 1987 to 1989. Outside of their professional life, Barbara enjoys triathlons, golfing, and spending time with family and charitable activities.