Bartlett Wealth Management
Lindsey Folkman is a Client Relationship Associate at Bartlett Wealth Management, where Lindsey has been since June 2022. Prior to this, Lindsey worked as a Junior Board Member at Brighton Center from January 2020. Lindsey also has extensive experience as a Relationship Management Associate and Investment Associate at an Investment Advisory Firm from October 2015 to June 2022. Before that, Lindsey was a Capital Markets Specialist and CSR at Fifth Third Bank from September 2012 to October 2015. Lindsey holds a degree in Marketing from the University of Cincinnati, where Lindsey studied from 2011 to 2014, and also attended the University of Kentucky from 2009 to 2011.
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