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Barbara Schroeder

Senior Registered Client Associate

Phone: 904-351-7608
Fax: 904-351-7601
E-mail: barbara.schroeder@wfadvisors.com

Barbara has over 23 years of experience in financial services with 10 years in wealth management. Her registrations include Securities (Series 7), Options Trading (Series 4), Commodities and Futures (Series 3) and is a Registered Investment Advisor (Series 63 & Series 65). Barbara manages all Forbes & Thompson Wealth Management Group operations and staff. She has an Associate in Arts Degree from Florida Community College of Jacksonville. Barbara is a Jacksonville native and resides in Arlington with her husband Billy .

About Us

One Independent Drive, Suite 2400
Jacksonville, FL 32202

Phone: Barbara Schroeder (904) 351-7608

Belinda Abrams (904) 351-7622

Tom Forbes (904) 351-7643

John Thompson (904) 351-7654

Toll Free (800) 342-0689

Fax: 904-351-7601

barbara.schroeder @wfadvisors.com
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This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MD, MI, MS, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (FL, GA, NC, TN).

Investments in securities and insurance products:

ARE NOT FDIC-INSURED

ARE NOT BANK-GUARANTEED

MAY LOSE VALUE

Investment products and services are offered through Wells Fargo Advisors, LLC. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.

With respect to Envision® information, ©2001-2012 Envision® is a registered service mark of Wells Fargo & Company and used under license. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC © 2002-2012 Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC - U.S. Patents 7,562,040, 7,650,303, 7,765,138 and 7,991,675 - Other international patents approved and pending. All Rights Reserved. Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with Wells Fargo Advisors.

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