Barbara Morea, EA

Director, Tax Planning & Preparation

Designations and Licenses

Barbara is an Enrolled Agent with the Internal Revenue Service.

Experience and Education

Barbara specializes in tax planning and compliance for high-net-worth individuals and their families. She also acts as a liaison between the client and his or her investment and estate planning advisors to develop tax efficient strategies.

Prior to joining Mariner Wealth Advisors, Barbara was founder and president of Morea Financial Services. In addition to tax services, the team at Morea Financial provided bookkeeping and cash management services to individuals, partnerships, tax exempt entities and corporations. Earlier, she was a tax partner in a mid-sized accounting firm where, in addition to client service, she oversaw the administration of the tax department. Prior to that, Barbara also was a tax manager at Coopers & Lybrand.

Barbara has a Bachelor of Arts, Cum Laude, in economics from Hunter College.

Personal Interests

She enjoys traveling, the theatre and dining out.

Barbara’s Office

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