Barbara Stevens

Client Relationship Manager

Barbara came to HDA Wealth Management in 2018 with many years of administrative experience, over 10 of which spent in fiduciary, private banking, and investment management administration having worked closely with high-net-worth clients for a national bank. Attention to detail, good listening skills, and great empathy are among the many qualities her clients appreciate about her.

She received her BGS from Kent State University and is an active member and officer for her local chapter of the PEO Sisterhood, which supports education for women. Away from work, she enjoys spending time with her husband either in Ohio or Florida, with her dog, Caymus, and sharing great wines and food with friends and family.