Barbara Lutke
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Pinehurst, NC 28374
Credentials
Series 63, Series 65, Series 66
Industry experience
28 years
About
Barbara Lutke is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on creating personalized financial strategies that align with her clients’ individual goals, adapting to changing market conditions while leveraging investment insights from Merrill and banking services from Bank of America.
Barbara holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ridgewood High School. In addition to her professional role, she actively participates in community volunteer work, reflecting Merrill’s tradition of community involvement.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Work history
bank of america, NA
2009 - Present (17 years)
Merrill lynch, pierce, Fenner & Smith incorporated
1998 - Present (28 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Mary S
Series 66
Southern Pines, NC
Edward Jones
Colleen W
Series 63, Series 65
Aberdeen, NC
Fidelity
Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.
Troy S
Series 63, Series 66
Pinehurst, NC
Edward Jones
Tia C
Series 66
Southern Pines, NC
Edward Jones
Merralee T
Series 66
Southern Pines, NC
Edward Jones
Chason A
Series 66
West End, NC
Merrill
Chason Arrington is a Resident Director and Wealth Management Advisor with Merrill Lynch, specializing in tailored financial strategies that align with clients' evolving life stages. Since 2018, he has been part of the MacDonald Arrington team, focusing on business management, investment management, and financial planning. Chason works closely with clients to develop personalized wealth management plans, addressing priorities such as retirement planning, estate and legacy planning, philanthropic giving, and portfolio management. He holds the Chartered Financial Analyst® (CFA®) designation as well as the Personal Investment Advisor (PIA) credential. Chason earned both his Bachelor's degree in Finance/Economics and his Master of Business Administration (MBA) from Gardner-Webb University. In addition to his professional commitments, he is involved with the Hendersonville Connections Center. Outside of work, Chason enjoys spending time with his family, playing golf, and attending sporting events.
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