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Bio

Barbara Davis

Wealth Management Associate

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Lake Ozark office
Barbara Davis, Wealth Management Associate at Rowland Sullivan Wealth Management in Lake Ozark, Missouri
Contact
Barbara@rowlandsullivan.com
Lake Ozark office

: 

573-348-2322
Focus

BJ joined the practice in 2019 after ten years as an administrative assistant in healthcare, two fields that both reward calm and organization. She keeps the Lake Ozark office running: scheduling, paperwork, account logistics, and the follow-through that turns meeting decisions into finished tasks. For many clients, hers is the first voice on the phone.

Credentials

Client Associate since 2019

10 years of administrative experience in healthcare

Outside the Office

A lifelong resident of the lake area, BJ lives in Gravois Mills with her husband and two children and takes any excuse to be out on the water. Off the boat, she reads, travels, and keeps up with family and friends.

Barbara Davis, Wealth Management Associate at Rowland Sullivan Wealth Management in Lake Ozark, Missouri

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