Shelly Wilde

Director of New Business at Bartlett & Company - Cincinnati, OH, US

Shelly Wilde's Colleagues at Bartlett & Company
Krista Linn

Director, Senior Portfolio Manager

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Lisa Smith

Client Relationship Associate

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Maggie Heath-Bourne

Associate Marketing Manager

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Rob Emmerton

despatch co-ordinator

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Sundae Niehaus

Client Relationship Associate

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Lindsey Staten

Client Relationship Associate

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Karen Forg

Client Relationship Associate

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Shelly Wilde's Contact Details
Email (Verified)
***@baystatefinancial.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
513-621-4612
Location
Swansea,Massachusetts,United States
Company
Bartlett & Company
Shelly Wilde'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
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Frequently Asked Questions about Shelly Wilde
Shelly Wilde currently works for Bartlett Wealth Management.
Shelly Wilde's role at Bartlett Wealth Management is Director of New Business.
Shelly Wilde's email address is ***@baystatefinancial.com. To view Shelly Wilde's full email address, please signup to ConnectPlex.
Shelly Wilde works in the Investment Management industry.
Shelly Wilde's colleagues at Bartlett & Company are Krista Linn, Lisa Smith, Maggie Heath-Bourne, Rob Emmerton, Sundae Niehaus, Lindsey Staten, Karen Forg and others.
Shelly Wilde's phone number is 513-621-4612
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