Barb | Relationship Manager | Prepared Retirement Institute

Barb Meara

Senior Client Relationship Manager

Barb Meara is a Senior Client Relationship Manager for the firm.  She assists the financial advisors with daily activities and works behind the scenes to promote a positive client experience.  She interacts with clients to prepare and review account paperwork as well as facilitate and resolve client service requests.

In 2010, Barb passed her FINRA securities licensing exams, Series 6 Investment Company Products/Variable Contracts Limited Representative, and Series 63 Uniform Securities Agent State Law Examination.  With over 20 years in the financial industry, Barb’s knowledge is a real asset to our team.

When not in the office, Barb enjoys spending time with her husband of over 30 years, her three children, and two granddaughters.  On the weekend, Barb can be found enjoying time with family and friends at her home in Cape May, NJ.