Barbara A. Case – Moors & Cabot Investments
Barbara A. Case
Vice President-Investments
Moors & Cabot Investments
111 Devonshire Street
Boston, MA 02109
617.314.0345 Office
617.933.7663 Fax
888.365.0345 Toll Free
bcase@moorscabot.com
As a Vice President of Investments with Moors & Cabot, Barbara’s first priority is helping clients achieve their financial goals. The process Barbara implements is designed to enhance performance, manage risk and control the cost of managing your wealth. By formulating wealth management strategies and solutions with an approach that compliments your objectives, Barbara and her team seek to improve your overall investment experience.
Barbara earned her AS in Accounting and later her BS in Business Management at Eastern Nazarene College, graduated summa cum laude at the top of her class and was inducted into the prestigious Phi Delta Lambda National Honor Society. After many years in investment services, she brought her practice to Moors & Cabot in 2009 where she is able to offer you the investment resources you need with the personalized attention you deserve.
Barbara resides on the South Shore and has two children. She plays an active role on a number of community projects. Her volunteering and fundraising activities include her position as Board of Director for the SSWBN Educational Foundation, Board of Director for the Pembroke Chamber of Commerce, President of the South Shore Business Roundtable, Board of Director and Past President of the South Shore Women’s Business Network, a member of the SSWBN Finance Committee and a member of the Pembroke Youth Alliance.
For more information please call 617.314.0345 or view the Moors & Cabot Investment website at: