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Barbara A. Appleby

Principal | JD, AIF

bappleby@berrydunnwm.com

A seasoned professional, Barbara helps individuals and families navigate the changing circumstances of life and the complex financial market place to craft a customized financial plan. Often her clients are facing a major transition such as retirement, sale of a business, divorce, loss of a loved one, and career change. Barbara’s expertise and compassion consistently guide clients through these major events. Barbara also advises clients on charitable giving and wealth transfer. Working with businesses, she serves as advisor to retirement plans helping business owners meet their fiduciary obligations and providing cutting-edge education to employees.

A seasoned professional, Barbara helps individuals and families navigate the changing circumstances of life and the complex financial market place to craft a customized financial plan. Often her clients are facing a major transition such as retirement, sale of a business, divorce, loss of a loved one, and career change. Barbara’s expertise and compassion consistently guide clients through these major events. Barbara also advises clients on charitable giving and wealth transfer. Working with businesses, she serves as advisor to retirement plans helping business owners meet their fiduciary obligations and providing cutting-edge education to employees.

As the principal in charge of BerryDunn Wealth Management, Barbara provides comprehensive, personalized financial and estate planning, and investment management to individuals and families. Prior to BerryDunn, Barbara was President of NorthStar Retirement Strategies, an independent financial planning firm and registered investment advisor. She practiced law at Drummond Woodsum for eight years and also served as law clerk to former Chief Justice Wathen of the Maine Supreme Court.

Experience Highlights:

Barbara helps clients with a variety of issues including:

  • Investment management
  • Personal/financial and estate planning
  • Business succession planning
  • Life, long-term care and disability insurance
  • Charitable giving
  • Investment services and analysis for employer-sponsored retirement plans

Barbara holds FINRA registrations 7, 66, and 24, and is a registered securities principal through Commonwealth Financial Network, Member FINRA/SIPC.

Community Service

  • FAMA Ministries, Board of Directors, Chairperson
  • Morninglight Ministries, Founder, Director
  • Root Cellar, Former Board of Directors

Related Services

News

EDUCATION

AB, Phi Beta Kappa, Distinction and Honors, Vassar College

MA, Middlebury College

JD, cum laude, University of Maine School of Law

CERTIFICATIONS

  • JD
  • AIF

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