Meet Our Team - Detail

Chad R. Barber

Chad R. Barber

Vice President - Regional Wealth Manager

3202 Northline Avenue
Greensboro, NC 27408

(336) 210-2869

I grew up in the world of finance and investing. My dad was a financial planner his entire career, and he was my idol — my hero. Most of what I know today started with lessons I learned from him. From as early as I can remember, I’ve had a genuine passion for understanding how money works and how smart planning can change lives.
 
Watching my dad build a successful practice and seeing the impact he had on his clients — many of whom I knew personally — shaped my desire to follow in his footsteps. Becoming a financial advisor isn’t just a career for me; it’s a way to carry on his legacy.
 
Before we even talk about investing, I focus on protecting the plan itself. Preparing for the unexpected — long term care needs, illness, or death — is the foundation of any solid financial strategy. My dad passed away from cancer at 58, but because he planned ahead, my family was protected. I’m a cancer survivor and a heart attack survivor myself, so I deeply believe in the importance of covering your risks early, while you’re healthy and costs are manageable. Thankfully, for my daughter’s sake, I already had life insurance and long term care coverage in place before my heart attack.
 
That’s one reason why I love educating people and helping them build a financial plan and investment strategy that truly fits their lives. I work with my clients as a team. We make decisions together, based on what’s best for them. I believe the only way to create a meaningful, successful plan is to ask thoughtful questions and really listen to the answers — questions about short and long term goals, comfort with risk, time horizons, and the purpose behind each “bucket” of money

 

 

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