Meet Barbara

Barbara Montalvo is the Practice Coordinator for Charlotte Legacy Group and one of the key people ensuring everything runs smoothly behind the scenes.

She supports the team by managing daily operations, coordinating meetings, organizing documentation, and serving as a welcoming point of contact for clients. Barbara takes pride in helping clients feel comfortable, informed, and supported throughout the planning process.

Known for her organization, reliability, and genuine care for others, Barbara partners closely with the advisors to keep the practice flowing efficiently and to ensure clients feel supported every step of the way.