David Francis

Investment Advisor, Principal at Bartlett & Company - Cincinnati, OH, US

David Francis's Colleagues at Bartlett & Company
James Hagerty

Wealth Advisor, Principal

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Terrence Kelly

Principal, Wealth Advisor

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Michael Vassar

Wealth Advisor

Contact Michael Vassar

Brian Antenucci

Wealth Advisor & Principal

Contact Brian Antenucci

Kelley Downing

President & CEO

Contact Kelley Downing

Chris Robbins

Investment Advisor and Fixed Income Analyst

Contact Chris Robbins

Gary Doker

Office Services Coordinator

Contact Gary Doker

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David Francis's Contact Details
Email (Verified)
***@bartlett1898.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
513-621-4612
Location
Cincinnati, Ohio, United States
Company
Bartlett & Company
David Francis's Company Details
Bartlett & Company logo, Bartlett & Company contact details

Bartlett & Company

Cincinnati, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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

Wealth Management Investment Advisory Retirement Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Bartlett & Company
Frequently Asked Questions about David Francis
David Francis currently works for Bartlett & Company.
David Francis's role at Bartlett & Company is Investment Advisor, Principal.
David Francis's email address is ***@bartlett1898.com. To view David Francis's full email address, please signup to ConnectPlex.
David Francis works in the Investment Bank/Securities Brokerage industry.
David Francis's colleagues at Bartlett & Company are James Hagerty, Terrence Kelly, Michael Vassar, Brian Antenucci, Kelley Downing, Chris Robbins, Gary Doker and others.
David Francis's phone number is 513-621-4612
See more information about David Francis