Lori Poole, CFP®

Wealth Advisor | Principal at Bartlett Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • National Social Security Advisor
    National Social Security Association LLC
    Jan, 2013
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    May, 2013
    - Nov, 2024

Experience

  • Bartlett Wealth Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Advisor | Principal
      • Apr 2018 - Present

    • Wealth Advisor
      • Sep 2015 - Present

      Investment professional, specializing in working with individuals and families, foundations and endowments to manage and preserve their wealth, providing investment advice, comprehensive financial planning services and customized investment solutions.

    • Investment Advisor Associate
      • Aug 2012 - Sep 2015

      Investment professional, specializing in working with individuals and families, foundations and endowments to manage and preserve their wealth, providing investment advice, comprehensive financial planning services and customized investment solutions.

    • Client Communications Associate
      • Aug 2009 - Aug 2012

  • BMW Financial Services NA, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Praktikantin / Intern
      • Apr 2008 - Sep 2008

  • University of Cincinnati College of Business
    • Student Worker
      • Sep 2007 - Mar 2008

  • Marvin F. Poer and Company
    • United States
    • Leasing Real Estate
    • 1 - 100 Employee
    • Analyst
      • Mar 2006 - Sep 2007

Education

  • College for Financial Planning
    CFP Certification Course
    2011 - 2012
  • University of Cincinnati Carl H. Lindner College of Business
    BBA, Finance, Real Estate
    2004 - 2009

Community

You need to have a working account to view this content. Click here to join now