PROFESSIONAL PROFILE

Mission

Help a small number of diligent households and businesses pursue their objectives by providing customized financial planning, practical advice, and ethical stewardship.

Profile

Barbara Endres is a Financial Advisor and Chartered Retirement Counselor in Grand Junction, CO.

With over two decades of financial experience, Barbara is dedicated to providing clients with the finest individually tailored approach to investing and risk managment. Barbara assists a select group of affluent clients in investment management and tax, estate and wealth transfer strategies and services. Drawing on her experience and Merrill Lynch's global resources, Barbara develops personalized solutions to address the complex needs of individuals, families, and small to mid sized businesses with substantial wealth. Together with specialists in different areas of expertise, Barbara offers clients a comprehensive range of servces including:stock option analysis and retirement strategies, hedging and monetization of concentrated equity positions, and a full complement of wealth preservation and transfer services.

Using proprietary analysis, historical data, and Merrill Lynch's objective research, Barbara creates customized investment strategies that are designed to help meet client expectations and long-term goals. She utilizes tactical positioning during periods of economic uncertainty, and strategic investing during periods of economic expansion. Her goal is to help limit downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience.

Barbara works closely with clients' other family advisors, including attorneys and accountants, to focus on each client's total wealth management needs. Barbara is a sole practioner and serves as chief strategist and relationship manager for clients. Trust, estate, mortgage, banking, insurance, and other specialists are readily available to the practice through internal resources and allied professionals.

Barbara is a graduate of Miami University, in Oxford, Ohio. There she earned a BA in International Studies with a concentration in Business and Economics. In addition, Barbara is a Chartered Retirement Planning Counselor, a designation awarded by the College for Financial Planning. Barbara represents the fourth generation of her family to live in Colorado, and she is active in her community.