Barbara Smilgis has been with Eagle Rock Wealth Management since 2011 as an Investment Client Service Specialist. She has been part of the financial industry since 2004.  In her role, Barbara works with advisors and clients to transition portfolios to our management team. She navigates the paperwork process and the account servicing moving forward. She also supports our group retirement team.

When Barbara is not finding solutions to client questions, she loves spending time with family, especially her new grandson. Barbara is originally from the Boston area, still has the accent, but now calls Pennsylvania home.