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 Senior Vice President of Investments with Moors & Cabot, Barbara’s first priority is to enrich the lives of clients by helping them achieve their financial goals. The process she implements is designed to build and preserve wealth. Barbara Case seeks to improve her client’s overall investment experience by giving clear and actionable advice, dedicated service and peace of mind.

Barbara Case graduated from Eastern Nazarene College, summa cum laude and was inducted into the prestigious Phi Delta Lambda Honor Society. She holds degrees in both Accounting and Business Management. Drawing on her financial & accounting education, she entered the investment industry and was a Vice President at two prominent Wall Street firms. After many years in investment services, Barbara Case brought her practice to Moors & Cabot in 2009 where she is able to offer the global resources her clients need with the personalized attention they deserve.

Barbara Case lives on the South Shore and generously contributes her time and resources to a wide variety of community, regional and national organizations. She is a Board of Director for the Educational Foundation, Pembroke Chamber of Commerce and the South Shore Women’s Business Network and Treasurer for the South Shore Business Roundtable. Barbara Case is also a member of Boston Women in Finance, Downtown Women’s Club and the South Shore Women’s Business Network Finance Committee. She has been a guest on Money Matters Radio and pens a monthly financial column in South Shore Woman’s web-zine (http://www.southshorewoman.com/).

For more information please call 617.314.0345 or visit Barbara’s website at:

http://www.barbaracase.net