Barbara B. Markell,  CFP<sup>&reg;</sup> - Financial Advisor

Barbara B. Markell, CFP®

Account Executive

John G. Ullman & Associates, Inc

20 E Market St
Rhinebeck, NY 12572
(866) 819-5046
(845) 876-4499

General

Barbara Markell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at John G. Ullman & Associates, Inc in Rhinebeck, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes

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