Barbara Stewart

Barbara Stewart is currently the Client Relationship Manager at The Retirement Planning Group. Barbara has over 12 years of experience working with Senior Financial Advisors and Operations teams. Barbara is known for their outstanding client service and ability to build and maintain strong client relationships. Barbara has successfully completed client transfers of assets and account openings for a book of business encompassing 400 households and $80 million AUM. In their previous positions, Barbara has demonstrated their effectiveness as a communicator, both verbally and in writing, both internally and with clients. Barbara has also assisted in developing, editing, and facilitating internal training. Barbara is also experienced in administratively managing small retirement plan accounts (up to 15 person participants) and coordinating virtual meetings to occur on Zoom and Webex.

Barbara Stewart has a bachelor's degree in sociology from Franklin & Marshall College. Barbara also has certifications from LinkedIn in managing and analyzing data in Excel (Office 365/Excel 2019), Outlook essential training (Office 365/Microsoft 365), Word essential training (Office 365/Microsoft 365), and Excel essential training (Office 365/Microsoft 365).

Barbara Stewart reports to Michelle Burchard, Director of HR & Client Services. Some of their coworkers include Kael Stoaks - Client Relationship Manager, Heather Markovich - Senior Client Relationship Manager, and Craig Garrett - Client Service Associate.