We’re thrilled to have our President, Holly Mazzocca, CFP®, be part of Charles Schwab’s newest campaign! These ads highlight the unique position of independent advisors, whose fiduciary standard of conduct means clients are always put first. Bartlett is proud to have enjoyed our status as an RIA for over 70 years. Learn more about the RIA model here: https://lnkd.in/grffFBfH.
What an honor to be part of Schwab Advisor Services’ latest ad campaign! As I say in one of the ads now running on CNBC and Fox Business, “Everyone has a big picture. My job is to help you invest in yours.” It is my privilege to help my clients reach their goals, and Bartlett Wealth Management's status as a registered independent advisory firm means our advice is always given with one party’s best interest in mind: our clients’. You can see both ads on YouTube: https://lnkd.in/gSXc7umR / https://lnkd.in/gCt3F4nb
Kathleen Alcorn
10mo
This is so exciting Holly!
Well done, Holly Mazzocca, CFP®!