Joy Schlie
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Joy Schlie Email & Phone Number

CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary at Harvest Financial Advisors
Location: Cincinnati, Ohio, United States 3 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Harvest Financial Advisors
Role
CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary
Location
Cincinnati, Ohio, United States
Company size
5 employees

Who is Joy Schlie? Overview

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Quick answer

Joy Schlie is listed as CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary at Harvest Financial Advisors, a with 5 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Joy Schlie.

Joy Schlie previously worked as Vice President, Wealth Advisor at Harvest Financial Advisors and Investment Advisor Representative at Fht Advisors. Joy Schlie holds Master Of Business Administration (Mba), Business Administration And Management, General from Xavier University.

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Email format at Harvest Financial Advisors

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Harvest Financial Advisors

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Profile bio

About Joy Schlie

Money is just a means to an end. You manage it effectively and move on with life! What I enjoy most is helping individuals and families plan and protect their hard-earned financial resources. Investment Management and Planning for your future can be confusing and complex. I help my clients create and sustain a clear path during all market scenarios and through all of life's milestones. Successful planning requires a controlled and disciplined approach. Everyone needs a plan and consistency from their financial advisor. CERTIFIED FINANCIAL PLANNER ™Certified Divorce Financial Analyst Institute for Divorce Financial Analysts®Masters in Business from Xavier University

Current workplace

Joy Schlie's current company

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Harvest Financial Advisors
Harvest Financial Advisors
CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary
west chester, ohio, united states
Website
harvestadvisor.com
Employees
5
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3 roles

Joy Schlie work experience

A career timeline built from the work history available for this profile.

Vice President, Wealth Advisor

Current
Harvest Financial Advisors

West Chester, Ohio, United States

CERTIFIED FINANCIAL PLANNER with 2+ Decades of experience in the Financial Services Industry.

Jan 2024 - Present

Investment Advisor Representative

Fht Advisors

Cincinnati, Ohio

10250 Alliance Road, STE 125 Cincinnati, OH 45242Securities and Advisory Services Offered Through Cetera Advisors LLC, Member FINRA/SIPC, a broker/ dealer and a Registered Investment Adviser. Freeman Heyne Toma and Cetera Advisors LLC are Non Affiliated Companies

Aug 2019 - Feb 2024

Account Executive / Financial Planning / Asset Management / Relationship Management

Fidelity Investments
Jun 1998 - Apr 2018
Team & coworkers

Colleagues at Harvest Financial Advisors

Other employees you can reach at harvestadvisor.com. View company contacts for 5 employees →

BM Bruce Mason Bruce Mason Colleague at Harvest Financial AdvisorsMaineville, Ohio, United States View → GL Gaye Lampert Gaye Lampert Colleague at Harvest Financial AdvisorsNaples, Florida, United States View → EH Elijah Hlalele Elijah Hlalele Colleague at Harvest Financial AdvisorsLesotho View → DM Dana Micheala Renee Crank Dana Micheala Renee Crank Colleague at Harvest Financial AdvisorsHamilton, Ohio, United States View → BH Ben Hunter Ben Hunter Colleague at Harvest Financial AdvisorsHamilton, Ohio, United States View → MD Monica Dwyer, Cfp®, Cdfa®, Gfp (Usa) Monica Dwyer, Cfp®, Cdfa®, Gfp (Usa) Colleague at Harvest Financial AdvisorsCincinnati Metropolitan Area, United States View → AL Abigail Logan Abigail Logan Colleague at Harvest Financial AdvisorsCincinnati Metropolitan Area, United States View → MS Matt Savoti Matt Savoti Colleague at Harvest Financial AdvisorsCincinnati, Ohio, United States View →
3 education records

Joy Schlie education

Master Of Business Administration (Mba), Business Administration And Management, General

Xavier University

Cfp®

Xavier University / Dalton Cfp Program
FAQ

Frequently asked questions about Joy Schlie

Quick answers generated from the profile data available on this page.

What company does Joy Schlie work for?

Joy Schlie works for Harvest Financial Advisors.

What is Joy Schlie's role at Harvest Financial Advisors?

Joy Schlie is listed as CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary at Harvest Financial Advisors.

Where is Joy Schlie based?

Joy Schlie is based in Cincinnati, Ohio, United States while working with Harvest Financial Advisors.

What companies has Joy Schlie worked for?

Joy Schlie has worked for Harvest Financial Advisors, Fht Advisors, and Fidelity Investments.

Who are Joy Schlie's colleagues at Harvest Financial Advisors?

Joy Schlie's colleagues at Harvest Financial Advisors include Bruce Mason, Gaye Lampert, Elijah Hlalele, Dana Micheala Renee Crank, and Ben Hunter.

How can I contact Joy Schlie?

You can use AeroLeads to view verified contact signals for Joy Schlie at Harvest Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Joy Schlie attend?

Joy Schlie holds Master Of Business Administration (Mba), Business Administration And Management, General from Xavier University.

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