Our newly-released Hudock Capital BROCHURE is now available! Click HERE to view it now

Team

Barbara B. Hudock
Chief Executive Officer & Founding Partner CIMA® CPM®

Meet Barbara Here

 

With more than 4 decades of financial services experience, Barbara is CEO and Founding Partner of Hudock Capital Group, LLC.  Barbara is nationally recognized as one of the leading financial advisors in the country.  Among her recognitions, Barbara has been included in Barron’s Top 100 Women Financial Advisors List1, has been ranked among the Top 50 Financial Advisors in Pennsylvania by Barron’s2, has been included among Barron’s Top 100 Independent Financial Advisors3, and was inducted into the Barron’s Advisor Hall of Fame4. In addition, Barbara has been named in Forbes/SHOOK America’s Top Women Wealth Advisors List5, Forbes/SHOOK Best-In-State Wealth Advisors List6 and, most recently, was recognized in Forbes/SHOOK Top Women Wealth Advisors Best-In-State List7 as one of the top ten Women Wealth Advisors in Pennsylvania.

Before founding her own firm, Barbara worked as a Financial Wealth Consultant for Merrill Lynch Private Client Group.  She rose to become a First Vice President at Merrill Lynch and was an instructor of financial planning at their Princeton Professional Development Center.  Barbara decided to found her own firm so that she could make sure that the interests of her clients would always come first and that she would be able to deliver her unique brand of a purpose-driven client experience.  Together with her team of professionals at Hudock Capital, she brings her firm’s mission to life by developing a dynamic relationship with each client—one that is centered on a highly personalized and principled approach to investing with purpose—and by giving back to the communities she serves.

Barbara is a graduate of Bloomsburg University and holds the professional designation of Certified Investment Management Analyst (CIMA).  She completed her Certified Portfolio Manager (CPM) certification through Columbia University and the Academy of Portfolio Management and is a graduate of the Securities Industry Institute—a collaboration of the Wharton Business School and the Securities Industry Association.  She is a member of the Investment Management Consulting Association and frequently presents at continuing education events and industry conferences.

Originally from Charlotte, North Carolina, Barbara has lived in Williamsport for nearly 50 years. Passionate about philanthropy and her community, Barbara is a member of the Board of the Woodcock Foundation for the Appreciation of the Arts and has served as a Trustee on the Bloomsburg University Council of Trustees, a member of the Boards of WVIA Public TV & Radio, the Community Arts Center, the Susquehanna Health Foundation, Bloomsburg University’s Foundation Board, the First Community Foundation of Pennsylvania, the Williamsport Lycoming Foundation, the Williamsport Chamber of Commerce and a member of the Pershing Advisor Solutions Advisor Council.  Among her philanthropic recognitions, Barbara has received the Pennsylvania Governor’s Patron of the Arts Award, was honored with the Director’s Chair Award by the Community Arts Center in Williamsport and is a recipient of the Jerusalem Star Award.  The Hudock Family also received the Philanthropist of the Year Award presented by the Central Pennsylvania Chapter of the Association of Fundraising Professionals.  Barbara and her husband Mike have two children and two grandchildren.

Check the background of this financial professional on FINRA’s BrokerCheck.

“My secret mission when people walk through our doors is that they are magically transported to a world that is kinder and gentler, friendlier; warmer and where their dreams come true.” – Barbara Hudock

“To give beyond reason. To care beyond hope. To love without limit. To reach, stretch, and dream in spite of your fears. There are the hallmarks of divinity – traits of the immortal – your badges of honor, and your ticket home.” – Mike Dooley

 

  1. Source: Barron’s “Top 100 Women Financial Advisors,” June 12, 2006, June 11, 2007, June 9, 2008, June 8, 2009, June 7, 2010, June 10, 2013, June 9, 2014, June 8, 2015, June 4, 2016, June 5, 2017.
  2. Source: Barron’s “Top 1,000 and Top 1,200 Financial Advisors,” February 9, 2009, February 22, 2010, February 21, 2011, February 18, 2013, February 24, 2014, February 23, 2015, March 5, 2016, March 6, 2017, March 12, 2018, March 11, 2019, March 14, 2020, March 13, 2021, March 14, 2022.
  3. Source: Barron’s “Top 100 Independent Financial Advisors,” August 27, 2007, August 18, 2008.
  4. Source: Barron’s “Hall of Fame,” September 14, 2019.
    Barron’s bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.  The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance.  Neither THE FIRM nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
  5. Data provided by SHOOKTM Research, LLC. Data as of 9/30/18, 9/30/19, 9/30/20.
    Source: Forbes.com (April, 2019; April, 2020; March, 2021).  America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
  6. Data provided by SHOOKTMResearch, LLC. Data as of 6/30/19, 6/30/20, 6/30/21.
    Source: Forbes.com (January, 2020; February, 2021; April, 2022).  Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more informationwww.SHOOKresearch.com.
  7. Data provided by SHOOKTM Research, LLCData as of 9/30/21.
    Source: Forbes.com (February 2022).  America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
Back To Top