Barbara Smith - Rodgers & Associates

Barbara Smith

Paraplanner and Trader

barbara smith

Barbara provides support services to our advisers by assisting with the devel­opment of financial plans for prospective clients. She is also respon­sible for ensuring best execution is received for fixed income trading. Barbara joined Rodgers & Associates full-time in 2002 because she was attracted to the fast-paced work environment offered by the financial services industry. She has not been disap­pointed since joining the firm and says the thing she still likes best is the pace of her job. She has been surprised by how quickly the industry changes with new rules & regula­tions but appre­ciates the oppor­tunity the firm provides to learn more about the industry.

Barbara says helping clients accom­plish their goals is the most fulfilling aspect of her role at Rodgers & Associates. When she is not helping clients, she enjoys spending time with her two children and friends in Lancaster.