Principles of Wealth

A Multigenerational Approach


Listen Later

Holly is joined by three generations of Bartlett advisor: Mike Cambron, Laura Humphrey, and Catherine Miller. Mike, Laura, and Catherine provide insight into their roles in the firm and the clientele they work with. From matriarchs and patriarchs to grandchildren or great-grandchildren, these three advisors have a unique role to play. After, Holly will reflect on some exciting news for Team Bartlett - winning the number one spot in the Enquirer’s 2022 Top Workplaces.

Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management

...more
View all episodesView all episodes
Download on the App Store

Principles of WealthBy Bartlett Wealth Management

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings