Dr. Barbara Walker-Green has been in the financial services industry for over 18 years. Throughout her career Barbara has provided valuable financial services to a combination of hundreds of families, companies and individuals. Barbara’s genuine concern for providing her clients with what she believes to be superior service and her dedication to delivering the potential for long-term financial security is evident by her consistent level of commitment to her client’s financial security.
Barbara is Registered Investment Advisor and is insurance licensed. She earned a Bachelor of Arts degree in Finance and a Master’s degree in Business Management and a Doctorate degree in business management. She is both knowledgeable and passionate about her work and is a well-suited planner for individuals and families in need of comprehensive financial planning, investment advisory services, and retirement planning services. As an investment advisor, Barbara specializes in wealth management, financial and retirement planning.
Her combination of nearly two decades of experience, training and specialized education means Barbara can meet a client’s total financial planning needs. Barbara has been interviewed and quoted by such media giants such as Forbes, Dow Jones, Fox News and RTTNews, has been on the cover of industry magazines, named a 5-star wealth advisor in the state of Texas, and has been seen on local news stations such as FOX, KHOU, and ABC as a local financial professional.
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