Kailyn Neat

Wealth Advisor at Bartlett Wealth Management

Kailyn Neat, CFP®, CPWA® is a seasoned Wealth Advisor at Bartlett Wealth Management, where employment has spanned from August 2017 to the present, with prior roles including Associate Wealth Advisor, Financial Planning Associate, and Client Relationship Associate. Before joining Bartlett Wealth Management, Kailyn Neat worked at Fidelity Investments as a PAS Service Specialist from July 2015 to August 2017. Educational achievements include a Master of Business Administration (MBA) from Thomas More University and a Bachelor of Science (BS) in Marketing from Northern Kentucky University.

Links

Previous companies

Fidelity logo

Org chart

This person is not in the org chart