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Barbara Marquis

6909 E Greenway Parkway, Suite #295

Scottsdale, AZ




(480) 581-5330

With extensive experience throughout major shifts in the markets, Barbara has dedicated her career to delivering personalized investment planning services customized to meet the specific needs of her clients and their families. Her aptitude for listening to all of their financial concerns and then developing proven strategies to help them reach their personal goals is one of the traits that set Barbara apart from other financial advisors.

Barbara began her financial services career two decades ago as a Client Associate with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. This initial experience provided her with in-depth knowledge covering a vast array of industry nuances and complexities. She quickly transitioned into the role of Financial Advisor when it became abundantly clear she had the unique ability to help clients make informed decisions involving many multifaceted matters impacting their personal and professional lives.

Barbara's comprehensive investment planning strategies include building, managing, preserving, and transitioning her client's wealth. Her process encompasses the four cornerstones of wealth: investments, liability management, risk management, and estate strategies. Her advice is delivered from an independent, objective, and unbiased perspective.

Barbara enjoys spending time with her husband, Terry, two adult children, Caitlyn and Alec, and her extended family in Michigan. She loves relaxing with a good book, discovering new places, boating, and snow skiing. Barbara took up golf and is now an avid student of the game. Any pointers from those willing to share how best to keep the ball in the fairway are greatly appreciated.

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