Bartlett Wealth Management’s Post

Introducing our current co-op! Katie is a second-year student at the University of Cincinnati studying finance and marketing. We are excited to have her spend the spring semester with us. Welcome to the team, Katie!

If you haven’t already noticed… we have launched a new website! With a new look and feel, our website is user-friendly and provides detailed insights about Bartlett’s services, team, and core values. Go check it out to learn more!

Congratulations to these three hard-working employees! We have recently celebrated the promotion of Ritika, Steve, and Maggie. Their dedication and diligence to the firm is appreciated each day, and we are honored to watch them hit this milestone in their careers.

We’re thrilled to have our President, Holly Mazzocca, CFP®, be part of Charles Schwab’s newest campaign! These ads highlight the unique position of independent advisors, whose fiduciary standard of conduct means clients are always put first. Bartlett is proud to have enjoyed our status as an RIA for over 70 years. Learn more about the RIA model here: https://lnkd.in/grffFBfH.

We're hiring for an Institutional Associate! Read more and apply here:

Congratulations to wealth advisor Catherine Miller, CFP® for being named to the Cincinnati Business Courier's Forty Under 40 class of 2023! Neither the firm nor its representatives paid a fee to participate in this award.

“When you’re in your 20s and 30s, time is on your side.” Wealth Advisor Laura Cuber recently shared advice for younger clients with US News & World Report. Read more here! https://hubs.ly/Q01YmT3W0

We are so proud of Wealth Advisor Catherine Miller, CFP® for being selected as a finalist for the Goering Center’s Rising Leader Award. The polls are open now – cast your vote for Catherine as the 2023 Rising Leader! https://hubs.ly/Q01YmVnY0 This award was given based on a nomination made in 2023. Neither the firm nor its representatives paid a fee to participate in this award.