About
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth…
Articles by Holly
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The Road to Success: Lessons from The Bengals and the AFC Championship Game
The Road to Success: Lessons from The Bengals and the AFC Championship Game
By Holly Mazzocca, CFP®
Activity
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HealthPath, a GCF affiliate, is excited to welcome Kiana R. Trabue, MPH as it’s new president and secretary! Trabue is a public health professional…
HealthPath, a GCF affiliate, is excited to welcome Kiana R. Trabue, MPH as it’s new president and secretary! Trabue is a public health professional…
Liked by Holly Mazzocca, CFP®
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In case you missed it, we're excited to announce that the Rolfes & Swisher team is joining Clark Schaefer Hackett. Thanks to the Cincinnati Business…
In case you missed it, we're excited to announce that the Rolfes & Swisher team is joining Clark Schaefer Hackett. Thanks to the Cincinnati Business…
Liked by Holly Mazzocca, CFP®
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Congratulations to Ann & Robert H. Lurie Children's Hospital of Chicago and The Founders' Board of Ann & Robert H. Lurie Children's Hospital of…
Congratulations to Ann & Robert H. Lurie Children's Hospital of Chicago and The Founders' Board of Ann & Robert H. Lurie Children's Hospital of…
Liked by Holly Mazzocca, CFP®
Experience & Education
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Bartlett Wealth Management
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Licenses & Certifications
Volunteer Experience
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Board Member, Finance Committee Member, Audit Committee Chair
DCCH Center for Children and Families
- Present 8 years
Children
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Honors & Awards
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Next Generation Leader Award - Winner, Business & Financial Services
Northern Kentucky Young Professionals
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Next 9 Leader: WCPO
Channel 9 WCPO
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Innovator Award - Finalist
Queen City Young Professional Accolades
Organizations
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DCCH Center for Children and Families
Finance Committee
- Present -
Chicago Child Care Society (CCCS) Junior Board
Development & Marketing Committee Chair
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Miami University continues to provide a superb college education and collegiate experience for the money as recognized by Princeton Review. Love and…
Miami University continues to provide a superb college education and collegiate experience for the money as recognized by Princeton Review. Love and…
Liked by Holly Mazzocca, CFP®
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I'm thankful for my friend and colleague Rachel Rasmussen, CFA, CDFA® allowing my oldest daughter Ella Nienaber to shadow her at Foster & Motley…
I'm thankful for my friend and colleague Rachel Rasmussen, CFA, CDFA® allowing my oldest daughter Ella Nienaber to shadow her at Foster & Motley…
Liked by Holly Mazzocca, CFP®
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Happy Monday! I'm looking for recommendations for fiduciary financial advisors based in Ohio or Kentucky. Please let me know if you have someone…
Happy Monday! I'm looking for recommendations for fiduciary financial advisors based in Ohio or Kentucky. Please let me know if you have someone…
Liked by Holly Mazzocca, CFP®
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Thanks to Holly Mazzocca, CFP® for joining this Advisor Spotlight session of Investment Masterminds to talk about her evolution through financial…
Thanks to Holly Mazzocca, CFP® for joining this Advisor Spotlight session of Investment Masterminds to talk about her evolution through financial…
Liked by Holly Mazzocca, CFP®
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What fun it was to join Jeff Thomas on the Investment Masterminds podcast to tell a few stories from our Bartlett Wealth Management team. To top it…
What fun it was to join Jeff Thomas on the Investment Masterminds podcast to tell a few stories from our Bartlett Wealth Management team. To top it…
Shared by Holly Mazzocca, CFP®
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Great insights from my former colleague Eric Amar. We are in a time of transformation. What got you here won't get you there. If you are ready to…
Great insights from my former colleague Eric Amar. We are in a time of transformation. What got you here won't get you there. If you are ready to…
Liked by Holly Mazzocca, CFP®
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Just finished listening to this webinar full of gold for business owners that may be looking to sell their business in the future. I lost count of…
Just finished listening to this webinar full of gold for business owners that may be looking to sell their business in the future. I lost count of…
Liked by Holly Mazzocca, CFP®
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Great Selling Starts with Great Planning At RKCA, we believe that the process of selling your business starts years before you decide to sell your…
Great Selling Starts with Great Planning At RKCA, we believe that the process of selling your business starts years before you decide to sell your…
Liked by Holly Mazzocca, CFP®
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