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.
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