I'm Barb Bandy.

I'm a freelance financial writer, copy editor, and proofreader, based in Florida.


I create, copyedit, and proofread a wide range of copy for

financial firms and asset managers.

Specialties include white papers, investment commentaries, market commentary, fact sheets, shareholder letters, fund reports, economic reports, corporate brochures and web copy, marketing presentation materials for registered reps, retail and institutional clients, newsletters, emails, etc.

I currently provide freelance writing, editing, and proofreading services for companies including New York Life Investments, Dreyfus, and Schroders Bank.

I've also provided direct response marketing copy for clients including Motley Fool, InvestorPlace Media, Investing Daily, Forbes, Mauldin Economics, Casey Research, among others.


I have extensive experience in investments, capital markets, and sophisticated portfolio strategies - with two decades of executive experience in wealth management with private banks

and asset managers - Wilmington Trust, U.S. Trust, Merrill Lynch, Bankers Trust, and Woods Asset Management.

Published Copy Samples

Let's Work Together



Give me a call or send me an email. I'm committed to exceeding

  your expectations and meeting your deadlines.

Bandy Research Group | Wellington, FL 33414


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