Bartlett Wealth Management
Holly Mazzocca, CFP®, is a seasoned Wealth Advisor and Principal at Bartlett Wealth Management, where expertise lies in assisting clients through life's transitions to achieve financial objectives. With a solid background in business development and investor relations, Mazzocca previously served as Vice President at JHL Capital Group LLC, facilitating communication between the investment team and investors. Mazzocca's professional experience also includes a role as an Asset Management Analyst at J.P. Morgan, providing customized wealth management solutions for high-net-worth clients. Academic credentials include an MBA in Finance and Social Enterprise from Northwestern University and a Bachelor's degree in Finance and International Business from Indiana University.
Bartlett Wealth Management
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 objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning