Barbara Fried
Client Service Associate
As a Client Service Associate in Wealthspire’s Melville office, Barbara supports clients and their advisors with money movement, record maintenance, and other day-to-day needs throughout the financial planning process. She focuses on building strong client relationships and providing personal, consistent, and responsive service. Prior to joining Wealthspire, Barbara was a Client Service Associate at Family Wealth & Pension Management, where she developed experience in wealth management operations and working directly with clients to address their financial needs. Barbara earned a Master of Professional Studies in Art Therapy and Creativity Development from Pratt Institute and a Bachelor of Science in Advertising Design from the University of Maryland.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
