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Barbara Bandy

Barbara Bandy

A graduate of Wellesley College, Barbara Bandy spent 20+ years as a senior executive with Bankers Trust, Wilmington Trust, US Trust and Merrill Lynch. Serving a HNW client base, she provided strategic advice addressing complex financial issues in three key areas: comprehensive investment management; trust, estate, tax and wealth transfer strategies; customized credit and banking services. Barbara also served as president of a 501 C) (3) organization and as a real estate marketing consultant. Most recently, Barbara transferred her financial expertise into her freelance financial writing business — Bandy Research Group. She has written for a wide range of investment publishers including InvestorPlace Media, Mauldin Economics, Casey Research and Forbes.


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