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Barbara Wickman

Private Relationship Manager Chief Operating Officer

As Coquina’s Chief Operating Officer, along with over 25 years of experience, Barbara is resilient, focused and committed member of our team, consistently seeking ways to enhance value across the wealth management services that our clients receive.

Barbara believes what sets her apart is her ability to adapt to changing clients’ needs during significant life events. She is experienced both in relationship and rapport building and in confidently coordinating the execution of financial planning recommendations alongside advisors and other colleagues. An avid listener, Barbara strives to be a constant, warm and reliable presence on our team.

Coquina is a committed support system to our clients and to each other. Barbara is a key driver in the unwavering and enthusiastic support that we strive to deliver day to day.

Having joined the wealth management industry in 1997, Barbara has an extensive background in finance that includes accounting and lending. Her professional experience is further underpinned by an Associate of Science degree in accounting from Jones College in Jacksonville, Florida.

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Building Legacies one life at a time

Coquina Private Wealth Advisors

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