Bartlett Wealth Management
Lori Poole, CFP®, is a seasoned Wealth Advisor and Principal at Bartlett Wealth Management, where Lori has been instrumental since August 2009 in providing investment advice and comprehensive financial planning services to individuals, families, foundations, and endowments. Prior to this role, Lori served as an Investment Advisor Associate and began a career in finance as a Client Communications Associate at BMW Financial Services. Early experiences also include a student worker position at Marvin F. Poer and Company and an internship at the University of Cincinnati College of Business. Lori Poole holds a BBA in Finance and Real Estate from the University of Cincinnati and completed the CFP Certification Course at the College for Financial Planning.
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