Bartlett Wealth Management

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At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objecti... Read more

Employees

51-200

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Holly H. Mazzocca
Wealth Advisor, Principal
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Matt Whalen
Director - Information Technology | Principal
Jayne W. Smith
Client Relationship Associate
Joe Walburg
Director Of Operations
Kellie Muthert
Director, Human Resources
Woodrow Uible
Principal, Wealth Advisor
Gina Palazzo Slayton
Wealth Advisor, Financial Planning Team Lead
Jason Katz
Wealth Advisor, Principal
Craig Sarembock
Wealth Advisor, Principal
Samuel Ginocchio
Chief Compliance Officer
Lori Poole
Wealth Advisor | Principal
Brian Antenucci
Wealth Advisor & Principal
Kenneth Schlachter
Wealth Advisor & Principal
Kyle Pohlman
Wealth Advisor, Principal
Justin Ellis
Wealth Advisor & Principal
James Hagerty
Wealth Advisor, Principal
Terrence Kelly
Principal, Wealth Advisor
Laura Humphrey
Wealth Advisor, Principal
Ritika Gupta
Director of Operations
Melissa Mabley Martin
Wealth Advisor | Principal