Bartlett Wealth Management
John G. is a Trading Specialist at Bartlett Wealth Management with a strong background in operations management and financial analysis. With experience in reputable companies such as Sheaff Brock Investment Advisors and Fifth Third Asset Management, John has proven abilities in relationship management, CRM systems, and mutual fund administration. Holding a degree in Finance from the University of Dayton, John is a dedicated professional in the finance industry.
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