Bartlett Wealth Management
Jayne Smith has gained extensive experience in financial services, currently working at Bartlett Wealth Management since 1998. At Bartlett, Jayne serves as a Client Relationship Associate, collaborating with clients and various teams within the firm to enhance client service and support business growth. Prior to this role, Jayne worked at Advest, Inc. as an Account Administrator. Jayne holds a Bachelor of Applied Science from the University of Cincinnati.
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