Edward A. Bartlett Email and Phone Number
Edward A. Bartlett work email
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Edward A. Bartlett personal email
Edward A. Bartlett phone numbers
A native Virginian, I have focused my practice on a select group of high net worth individuals, and their families, and institutional clients helping them meet their wealth management needs. Through this defined practice, my team and I have been able to deliver a high level of customer service which has allowed us to create long-standing relationships. We take great pride in working with multiple generations of their client families.As an advisory business, we spend most of our time connecting client’s goals with their personal balance sheet. Through a consultative approach, our group blends appropriate asset management with liability management to seek the preferred outcome for their clients. Over time this approach allows clients to effectively build, preserve, and ultimately distribute their accumulated wealth to them in retirement as well as ultimately satisfy their desired legacy.On the institutional side of the business, we have worked with insurance companies, local foundations, and corporate asset management. Our work with institutional clients has focused on identifying appropriate risk posture, adoption of investment policy statements, and implementing efficient asset allocation.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Janney Montgomery Scott Llc
View- Website:
- janney.com
- Employees:
- 2579
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First Vice President And Wealth Management, Branch ManagerJanney Montgomery Scott LlcRoanoke, Va, Us
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First Vice President/ Wealth Management, Branch ManagerJanney Montgomery Scott Llc Nov 2016 - PresentPhiladelphia, Us
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Senior Vice President - InvestmentsWells Fargo Advisors Sep 2010 - Nov 2016St. Louis, Missouri, Us -
Senior Vice President - Financial AdvisorMorgan Stanley Jan 2006 - Sep 2010New York, Ny, Us -
Vice PresidentWells Fargo Aug 2002 - Jan 2006San Francisco, California, UsInvestment Consultant for Southwest Virginia Wealth Management Team -
Assistant Vice President - Financial ConsultantWheat First Butcher Singer/Wachovia Securities Oct 1994 - Aug 2002
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ManagerMark Shale 1992 - 1994Us
Edward A. Bartlett Skills
Edward A. Bartlett Education Details
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Miami UniversityPolitical Science
Frequently Asked Questions about Edward A. Bartlett
What company does Edward A. Bartlett work for?
Edward A. Bartlett works for Janney Montgomery Scott Llc
What is Edward A. Bartlett's role at the current company?
Edward A. Bartlett's current role is First Vice President and Wealth Management, Branch Manager.
What is Edward A. Bartlett's email address?
Edward A. Bartlett's email address is eb****@****ine.com
What is Edward A. Bartlett's direct phone number?
Edward A. Bartlett's direct phone number is +154058*****
What schools did Edward A. Bartlett attend?
Edward A. Bartlett attended Miami University.
What skills is Edward A. Bartlett known for?
Edward A. Bartlett has skills like Investments.
Who are Edward A. Bartlett's colleagues?
Edward A. Bartlett's colleagues are Don Saccomanno, Roderick Mcgibbon, Deborah Duval, Mark Eskin, Robin Budd, Braden Radcliff, Mba, James Wolfinger.
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