Barbara Bodon
Senior Client Operations Specialist
Barbara brings over 30 years of financial services experience to Cleros Wealth Partners and has worked alongside the team for over two decades. She provides operational support for client portfolios, including implementing client-directed investment and redemption requests, maintaining detailed records of investment activity, and preparing portfolio and performance reports.
Before Cleros, Barbara worked at UBS Financial Services. Earlier in her career, she served as Capital Management Research Coordinator at Regions Financial Corporation in Mobile, Alabama.
Outside the office, Barbara enjoys spending time with her family, reading, and walking with her husband at the Fort Worth Botanic Garden. Originally from Mobile, Alabama, she now lives in Fort Worth, Texas.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
