Libby Barton
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Libby Barton Email & Phone Number

Investment and Financial Services Manager at Consolidated Planning, Inc.
Location: Charlotte, North Carolina, United States 4 work roles 1 school
2 phones found area 276 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (276) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Consolidated Planning, Inc.
Role
Investment and Financial Services Manager
Location
Charlotte, North Carolina, United States
Company size
195 employees

Who is Libby Barton? Overview

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Quick answer

Libby Barton is listed as Investment and Financial Services Manager at Consolidated Planning, Inc., a with 195 employees, based in Charlotte, North Carolina, United States. AeroLeads shows phone signal with area code 276 and a matched LinkedIn profile for Libby Barton.

Libby Barton previously worked as Investment and Financial Services Manager at Nationwide Financial / Nationwide Insurance and Financial Professional at Consolidated Planning, Inc.. Libby Barton holds Accounting from University Of Virginia - Wise.

Company email context

Email format at Consolidated Planning, Inc.

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Consolidated Planning, Inc.

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Profile bio

About Libby Barton

Libby Barton is a Investment and Financial Services Manager at Consolidated Planning, Inc.. She possess expertise in retirement planning, long term care insurance, iras, retirement, insurance and 12 more skills.

Listed skills include Retirement Planning, Long Term Care Insurance, Iras, Retirement, and 13 others.

Current workplace

Libby Barton's current company

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Consolidated Planning, Inc.
Consolidated Planning, Inc.
Investment and Financial Services Manager
united states
Website
cplanning.com
Employees
195
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Company profile
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4 roles

Libby Barton work experience

A career timeline built from the work history available for this profile.

Investment And Financial Services Manager

Current
Nationwide Financial / Nationwide Insurance
Sep 2015 - Present

Financial Professional

Consolidated Planning, Inc.

Consolidated Planning, Inc.

I work with clients to help maximize financial efficiency. Working with a Macro process, I can help organize, protect and focus your current resources to help you achieve complete clarity in your financial future.Registered Representative of Park Avenue Securities, LLC (PAS), 4201 Congress Street, Suite 295, Charlotte, NC 28209. Securities products and services offered through PAS, (704) 552-8507. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian, Consolidated Planning, Inc, is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC

Financial Services Representative

H F Financial

Positioned individuals and Business Owners through investment recommendations for business continuation planning and future financial strength. Served as a Unit Investment Specialist assisting new agents with case design and presentation, Recognized with Annunity Sales Leader Award 2010.

Sep 2010 - Mar 2012

Financial Services Professional

Nationwide Financial

Represented Nationwide Financial through Nationwide Insurance working with agents by identifying financial needs of existing book of business. Provided financial services through life insurance, investments and a broad range of retirement plans. Recognized as Champion Level financial agency as well as Life University Award Winner.

Sep 2004 - Aug 2010
Team & coworkers

Colleagues at Consolidated Planning, Inc.

Other employees you can reach at cplanning.com. View company contacts for 195 employees →

AF Alexandra Ford Alexandra Ford Colleague at Consolidated Planning, Inc.Atlanta, Georgia, United States View → JT Jerry Theimer Jerry Theimer Colleague at Consolidated Planning, Inc.Denver, North Carolina, United States View → NR Nikkesha Richardson Nikkesha Richardson Colleague at Consolidated Planning, Inc.Columbia, South Carolina, United States View → SL Stuart L Stark Stuart L Stark Colleague at Consolidated Planning, Inc.Matthews, North Carolina, United States View → DJ David Jenkins David Jenkins Colleague at Consolidated Planning, Inc.Asheville, North Carolina, United States View → BD Ben Decker, Cexp™ Ben Decker, Cexp™ Colleague at Consolidated Planning, Inc.Charleston, South Carolina Metropolitan Area, United States View → JH John Haynie John Haynie Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States View → PM Paul Mitchell Paul Mitchell Colleague at Consolidated Planning, Inc.Alpharetta, Georgia, United States View → E( Eliazabeth (Mizou) Eliazabeth (Mizou) Colleague at Consolidated Planning, Inc.Brooklyn, New York, United States View → JL Jeffrey Lott Jeffrey Lott Colleague at Consolidated Planning, Inc.Summerville, South Carolina, United States View →
1 education record

Libby Barton education

  • University Of Virginia - Wise
    University Of Virginia - Wise
    Accounting
FAQ

Frequently asked questions about Libby Barton

Quick answers generated from the profile data available on this page.

What company does Libby Barton work for?

Libby Barton works for Consolidated Planning, Inc..

What is Libby Barton's role at Consolidated Planning, Inc.?

Libby Barton is listed as Investment and Financial Services Manager at Consolidated Planning, Inc..

What is Libby Barton's phone number?

AeroLeads has found 2 phone signal(s) with area code 276 for Libby Barton at Consolidated Planning, Inc..

Where is Libby Barton based?

Libby Barton is based in Charlotte, North Carolina, United States while working with Consolidated Planning, Inc..

What companies has Libby Barton worked for?

Libby Barton has worked for Nationwide Financial / Nationwide Insurance, Consolidated Planning, Inc., H F Financial, and Nationwide Financial.

Who are Libby Barton's colleagues at Consolidated Planning, Inc.?

Libby Barton's colleagues at Consolidated Planning, Inc. include Alexandra Ford, Jerry Theimer, Nikkesha Richardson, Stuart L Stark, and David Jenkins.

How can I contact Libby Barton?

You can use AeroLeads to view verified contact signals for Libby Barton at Consolidated Planning, Inc., including work email, phone, and LinkedIn data when available.

What schools did Libby Barton attend?

Libby Barton holds Accounting from University Of Virginia - Wise.

What skills is Libby Barton known for?

Libby Barton is listed with skills including Retirement Planning, Long Term Care Insurance, Iras, Retirement, Insurance, Asset Allocation, Disability Insurance, and Life Insurance.

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