Barbara Best Location
Chicago, IL, US
Barbara Best Work
- 2026 - now Director @ Creative Planning
- 2025 - 2026 Managing Director @ SageView Advisory Group
- 2015 - 2025 Founder, CAP STRAT Women's Forum @ CAP STRAT (Now part of SageView Advisory Group)
- 2003 - 2025 Founding Partner and Principal @ CAP STRAT (Now part of SageView Advisory Group)
- 1991 - 2003 Vice President, Relationship Management @ Merrill Lynch
- 1985 - 1991 Vice President, Strategy and Marketing @ Merrill Lynch
- 1981 - 1985 Manager, Strategic Planning @ American Express
Barbara Best Education
- Boston College
B.A. (Economics)
- New York University
(Professional Program in Business Certificate, Finance)
- IES Abroad
Junior semester abroad: London School of Economics
Barbara Best Skills
- Investment Advisory
- Retirement Planning
- Mutual Funds
- Wealth Management
- Investments
- Financial Advisory
- Retirement
- Financial Services
- Portfolio Management
- Strategic Planning
Barbara Best Summary
Barbara Best, based in Chicago, IL, US, is currently a Director at Creative Planning. Barbara Best brings experience from previous roles at SageView Advisory Group, CAP STRAT and Merrill Lynch Retirement Group. Barbara Best holds a B.A. in Economics @ Boston College. With a robust skill set that includes Investment Advisory, Retirement Planning, Mutual Funds, Wealth Management, Investments and more. Barbara Best has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
-
Tom Zgainer
Founder AB401k at Creative Planning
Scottsdale, AZ, US35+ -
Nick Jacobson
Chief Marketing Officer at Creative Planning
Overland Park, KS, US25+ -
Chatten Scruggs
CTO at Creative Planning
Leawood, KS, US15+ -
Megan Schmitz
Chief People Officer at Creative Planning
Leawood, KS, US25+ -
Jason Edmonds
Managing Director, Partner at Creative Planning
Lawrence, KS, US24 -
Matt Pearson
Managing Director at Creative Planning
Mercer Island, WA, US25+ -
Thomas Panoplos
Managing Director at Creative Planning
Northbrook, IL, US14 -
Annie Tronoski
Managing Director at Creative Planning
New York, NY, US43 -
Chris Johnson
Managing Director and Partner at Creative Planning
Atlanta, GA, US11 -
22
-
James Battmer
Chief Investment Officer at Creative Planning
Leawood, KS, US24 -
Stephanie Trentham
Managing Director at Creative Planning
Midlothian, VA, US35+
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