Joy Schlie

Joy Schlie Email and Phone Number

CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary @ Harvest Financial Advisors
west chester, ohio, united states
Joy Schlie's Location
Cincinnati, Ohio, United States, United States
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

Joy Schlie's Current Company Details
Harvest Financial Advisors

Harvest Financial Advisors

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CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary
west chester, ohio, united states
Employees:
5
Joy Schlie Work Experience Details
  • Harvest Financial Advisors
    Vice President, Wealth Advisor
    Harvest Financial Advisors Jan 2024 - Present
    West Chester, Ohio, United States
    CERTIFIED FINANCIAL PLANNER with 2+ Decades of experience in the Financial Services Industry.
  • Fht Advisors
    Investment Advisor Representative
    Fht Advisors Aug 2019 - Feb 2024
    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
  • Fidelity Investments
    Account Executive / Financial Planning / Asset Management / Relationship Management
    Fidelity Investments Jun 1998 - Apr 2018

Joy Schlie Education Details

Frequently Asked Questions about Joy Schlie

What company does Joy Schlie work for?

Joy Schlie works for Harvest Financial Advisors

What is Joy Schlie's role at the current company?

Joy Schlie's current role is CFP® & Certified Divorce Financial Advisor(R)Fee only Fiduciary.

What schools did Joy Schlie attend?

Joy Schlie attended Xavier University, University Of Cincinnati, Xavier University / Dalton Cfp Program.

Who are Joy Schlie's colleagues?

Joy Schlie's colleagues are Bruce Mason, Matt Savoti, Ben Hunter, Gaye Lampert, Monica Dwyer, Cfp®, Cdfa®, Gfp (Usa), Elijah Hlalele, Abigail Logan.

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