Barbara Treadwell Recognized by Invest in Others for Decades of Advocacy and Impact
(SAVANNAH, GA) Barbara Treadwell, a Savannah-based financial advisor and longtime
advocate for individuals with developmental disabilities, has been named one of three
national finalists for the 2025 Invest in Others Lifetime Achievement Award, selected
from more than 500 applicants across the United States.
Presented by Invest in Others, the Lifetime Achievement Award honors financial
professionals who have demonstrated exceptional service to a cause over an extended
period of time. Treadwell was nominated for her decades-long volunteer work and
unwavering support of the Lexington Foundation, a nonprofit organization in New York
that provides care, housing and opportunities for people with developmental disabilities.
Her late son, Terry, lived at The Arc Lexington for 22 years, and her relationship with the
organization has remained deeply personal and steadfast.
“This recognition means the world to me,” said Treadwell. “Lexington gave my son love,
dignity and stability. Supporting them is my way of paying that love forward. Plain and
simple, I would not have had a life without them.”
With Treadwell as a finalist, the Lexington Foundation will receive a $25,000 award from
Invest in Others. This is a meaningful boost for the organization, which has served
families like Treadwell’s since 1953.
If Treadwell is selected as the winner of the Lifetime Achievement Award, the Lexington
Foundation will receive a $100,000 grant from the Invest in Others.
The Arc Lexington supports individuals across the full spectrum of ability, from those
requiring 24/7 care to highly capable neurodiverse young adults preparing for
independent adulthood.
One of Lexington’s most innovative programs is Transitions, which equips young people with autism and developmental disabilities to succeed in college, meaningful careers and independent living. While enrolled, students receive intensive support and coaching in real time as they attend college, complete internships, and live in apartments with increasing levels of independence. With over 165 graduates to date, Transitions builds core life skills — like cooking, cleaning, budgeting and driving – while
also fostering social connection, resilience, and executive functioning. Now in its 10th
year, Transitions has become a model of how personalized, strengths-based
support can unlock opportunities and transform lives.
The awards ceremony will take place in Boston on September 25, where the national
winner will be announced live. The Lifetime Achievement category is considered the
most prestigious of the seven awards given annually. Each application required a rigorous review process, including a detailed 17-page submission outlining impact, leadership, and legacy.
Treadwell, 81, is known both locally and nationally for her dual careers in counseling
and financial planning. She served for 15 years as a therapist for terminally ill patients in
Alabama before transitioning to financial services, where she has built a 42-year career advising clients in both Savannah and New York City.
She is also the host of Love and Money with Barbara Treadwell, a new podcast that
explores the emotional side of financial decision-making.
“I am humbled to be among the finalists,” Treadwell said. “This honor isn’t just for me.
It’s for every parent who has fought for their child’s care, for every caregiver who has
shown up with love, and for every organization like Lexington that makes a lasting difference.”
NOTE: Invest in Others Lifetime Achievement Award issued by Invest in Others
Charitable Foundation on 9/25/25 for 2025 year will be presented to an advisor who has
made a profound contribution to a non-profit organization for at least 20 years. Barbara
Treadwell was nominated for the recognition, and is now one of three finalists. Criteria
used to determine the winner(s) includes established history of distinguished service,
exhibiting leadership, providing inspiration and gained recognition and respect from
peers and the community. Three individuals were named as finalists for this honor and
one will be selected as the recipient. No fee was paid for the nomination, receipt, or
promotion of the award. Third-party ratings are no guarantee of future investment
success and do not ensure that a client or prospective client will experience a higher
level of performance or results. These ratings should not be construed as an
endorsement of the advisor by any client nor are they representative of any one client’s
evaluation.
About Invest in Others
The Invest in Others amplifies the charitable work of financial professionals and their
firms by turning their good works into grants and visibility. Since its inception, the
foundation has awarded millions of dollars to nonprofits across the country.
About the Lexington Foundation
The Lexington Foundation supports The Arc Lexington – an award winning agency in
Upstate New York serving individuals with intellectual and developmental disabilities,
including those with highly complex needs.
Through the Foundation’s funding, Lexington delivers innovative, person-centered
programs that promote independence, community inclusion and a high quality of life.
Learn more at www.thearclexington.org
About Barbara Treadwell, CFP®, CLU®, REBC®, ChFC, CAP, BFA
Barbara Treadwell earned a Bachelor of Arts in Sociology and Anthropology from
Florida State University in 1965 and a Master of Arts in Counseling from the University
of South Alabama in 1972. She began her career as Director of Social Services at
Providence Hospital in Mobile, AL, serving from 1968 to 1980, where she built a
specialty practice counseling terminally patients and their families. In 1983, Barbara
transitioned to financial services, where she has built a distinguished career. She is an
independent advisor, associating with Mass Mutual from 1983 to 2009, American
Portfolios from 2009 to 2023, and currently serves clients with Osaic in New York City
and Savannah, GA.
Barbara holds several professional designations, including CLU (Chartered Life
Underwriter), ChFC (Chartered Financial Consultant), CFP (Certified Financial Planner),
CAP (Chartered Advisor in Philanthropy), BFA (Behavioral Financial Advisor), and
REBC (Registered Employee Benefits Consultant). She is also licensed with Series 7,
65, 63, and 6 certifications. Born on July 28, 1944, in Medford, MA, Barbara is the proud
mother of two children, one of whom, Katharine, was born on April 2, 1972. Sadly, her
second child, Terry, passed away in 2012. She has two grandchildren, Harley and
Rocco Gargano, who are both in college at Pace University in New York City. An avid
cyclist and kayaker, Barbara has a passion for world travel, reflecting her adventurous
spirit and love for staying active and engaged with the world around her. Barbara
Treadwell, LLC is located at 11 Houston Street, Savannah, GA 31401 Phone: (912)
236-1704, Email: barbara@barbaratreadwell.com.
Securities and investment advisory services offered through Osaic Wealth, Inc. member
FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing
names, products or services eferenced here are independent of Osaic Wealth.
Media Contact:
Barbara Treadwell
(912) 247-8548
barbara@barbaratreadwell.com
www.barbaratreadwell.com
MEDIA CONTACT:
Marjorie Young
Carriage Trade Public Relations® Inc.
marjorie@carriagetradepr.com
912-844-9990
www.carriagetradepr.comv